Related Products
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About
Want to maximize your business potential? Build relationships with customers through interactive channels like WhatsApp and Facebook. Interact directly, boost leads, drive revenue – make a measurable impact on success!
Providing your customers with a wide range of communication options can be the difference between present clients, and future ones. Make sure it's easy for them to get in touch with you - they'll appreciate prompt responses that come across as thoughtful and helpful! A high-quality customer experience is key to build trust - which ultimately strengthens relationships and enhances brand image.
Don't let customer interaction across multiple channels bog you down. The One-View Inbox keeps all your interactions in one place for seamless, hassle-free management!
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About
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies that want an AI chatbot for their website
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Audience
Organizations needing a solution to manage and improve their financial planning operations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$46 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$139.95 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFloatchat
Founded: 2023
Singapore
www.floatchat.ai/
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Company InformationRightCapital
United States
www.rightcapital.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Addepar
Not Supported
Agility
Not Supported
Altruist
Not Supported
AssetMark
Not Supported
Axos Invest
Not Supported
Betterment
Not Supported
Black Diamond Wealth Platform
Not Supported
Bridge
Not Supported
Facebook Messenger
Supported
Fidelity
Not Supported
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Integrations
Addepar
Supported
Agility
Supported
Altruist
Supported
AssetMark
Supported
Axos Invest
Supported
Betterment
Supported
Black Diamond Wealth Platform
Supported
Bridge
Supported
Facebook Messenger
Not Supported
Fidelity
Supported
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