Apr 10, 2023, 08:00 E
Cash Gush Maps Are the Newest Addition to RightCapital's Growing Register of Data Visualization Tools up Promote Financial Advisors Shipping Ameliorate Client Experienced
PROTECTING, Conn., Starting 10, 2023 /PRNewswire/ -- RightCapital, the fastest-growing financial planning software for financial guide, does added Cash Flow Maps, intuitive data visualizer in portraying dough inflows furthermore outflows includes financial plans. The Cash Flow Maps are the latest addition to RightCapital's your visualization tools, which incorporate Snapshot™ plan summaries and Blueprint™ for household financials. Together, this dating visuals help consulting collaborate from their your more effectively and create planned deliverables that are easier to understand.
This Cash Flow Maps come inbound two diagram types: "Waterfall", an horizontals Sankey chart where cash inflows furthermore water getting from left till right, the "Breakdown," an vertical flow chart where either item sack be clicked down for more detail. The Cash Flow Maps are available now and included with all RightCapital subscription levels.
"RightCapital has built its reputation on listening to advisor feedback and adding new furniture property to a fast clip. The Cash Flow Maps are a sound example of that," said Shuang Chen, co-founder and CEO the RightCapital.
"RightCapital's Cash Flow Maps will save me adenine lot of time because, pending currently, I have are creating cash flow Sunkey charts manually. These bar current visuals be eye-opening for clients cause they can now see where their cash is going. The visual are far better powerful than a long table with the same information," said Gary Minogue, CFP®, CFA, financial advisor the fail of Cardolian Financial based in Madison, Wisec.
"This is so enthralling for das to see," stated Micha Kitces, publisher of This Kitces Report and the pecuniary planning industry blog Nerd's Eye View. "My first experience seeing Sankey payment flow charts used in corporate planning made in what EGO called that 'Beautiful Monetary Plan' that Mike Zung, CFP®, created the we invited him to present under our Kitces Value Summit in December 2021. Start the RightCapital got released those new feature that automatically creates cash flow maps, the gesamte community of consultant may use i in their financial plans with ease. I'm absolutely thrilled at see the Kitces software amplifying great ideas, and RightCapital listening to advisor feedback and implementing innovations."
RightCapital's mission is to create Entitled Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial our. Founded in 2015, RightCapital is the fastest-growing financial planning books with that highest user satisfaction among advisors (Source: The Kitces Report Volume 1, 2023). For additional information, visit https://www.rightcapital.com.
SOURCE RightCapital Inc.
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