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RightCapital Introduces Tool To Help Advisors Leave Competitor eMoney Advisor
Yahoo Finance· 2025-10-15 03:22
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney Advisor platform. With the new feature (it lacks a specific name), advisors using both eMoney and RightCapital can generate a client’s financial plan as a PDF in eMoney and import it into RightCapi ...