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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.

About

Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations needing a solution to manage and improve their financial planning operations

Audience

Credit management companies and financial advisors in need of a solution to manage clients and proposals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$139.95 per month
Free Version
Free Trial

Pricing

$100 per advisor per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RightCapital
United States
www.rightcapital.com

Company Information

Sora
United States
www.sorafinance.com

Alternatives

Alternatives

Veo 3.1

Veo 3.1

Google
Moneytree

Moneytree

Moneytree Software
Kwik-Loan

Kwik-Loan

Emphasys
NuDebt

NuDebt

Selas Technologies
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

AIReel
Addepar
Advivi
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse

Integrations

AIReel
Addepar
Advivi
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
Claim RightCapital and update features and information
Claim RightCapital and update features and information
Claim Sora and update features and information
Claim Sora and update features and information