Announcing RightCapital integration

We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital, including Flourish Cash^† account balances and Flourish Annuities^* data. 

"A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Brad Mendal, CFP, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal."^±

Learn more about the integration and how to get started in the guide.