Utilizing Best-in-Class WealthTech Tools to Transform Complexity into Clarity

Jun 18, 2024 01:00 PM Eastern Time

(1:00 – 1:45 PM ET)

Register for this webinar

Free webinar from CircleBlack and RightCapital

Jun 18, 2024 01:00 PM Eastern Time

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1:00 PM – 1:45 PM ET

Why Attend?

Gain In-Depth Knowledge: Understand how CircleBlack and RightCapital can streamline your operations, enhance client satisfaction, and drive growth.

Experience Live Demos: See firsthand how easy it is to integrate and use these powerful WealthTech tools in your practice.

Learn from Experts: Get valuable insights from industry leaders on leveraging technology to transform complexity into clarity.

Interactive Q&A: Have your specific questions answered by our knowledgeable speakers.

Presented by

RightCapital financial planning software integrates seamlessly with CircleBlack.

Overview

Join experts from RightCapital and CircleBlack for a special session on the power of data visualization, and how intuitive WealthTech solutions can help increase firm efficiency, enhance client engagement, and elevate your firm’s client experience.

In this free webinar from WealthTech platform CircleBlack and financial planning software RightCapital, we'll cover:

  1. Data Complexity Challenges and Opportunities
    • The challenges facing advisors regarding data visualization and how best-in-class technology helps you solve for it.
  2. Empowering Clients through Technology
    • Learn how intuitive WealthTech solutions simplify data visualization and empower clients in their financial planning journey.
    • Explore the latest trends and benefits of client-facing technology in wealth management.
  3. Introduction to CircleBlack and RightCapital
    • Discover the unique features and benefits of CircleBlack’s all-in-one WealthTech platform and RightCapital’s best-in-class financial planning software.
    • Live demonstration of the seamlessly integrated CircleBlack and RightCapital solutions.
  4. Real-World Case Study: Putting Empty-Nesters on the Path to Reliable Retirement Outcomes
    • Illustrative example of how integrated WealthTech tools can address common pre-retiree planning questions and improve client outcomes.
  5. Q&A Session
    • Engage with our experts, ask questions, and get personalized insights live or in a free 1:1 follow-up.

Registration is free and space is limited.  The webinar will be recorded if you are unable to attend live.

Questions?  Contact Sales@CircleBlack.com

Register for this webinar

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