RightCapital, a Shelton-based provider of financial planning software, has introduced RightPay, a web-based service that enables financial advisers to receive client fees by credit card.
According to the company, the service can be integrated with the adviser’s branded RightCapital portal. The planners”™ clients can input their credit card information and be charged for hourly, one-time or monthly retainer fees.
“More and more advisers are offering financial planning services to their clients, for either an upfront fee and/or monthly ongoing fees,” RightCapital CEO Shuang Chen said. “RightPay enables advisers to deliver a financial plan and collect payment for the plan via a single RightCapital financial planning portal. When a client is completing a payment via the RightCapital financial planning portal, they also see their financial plan and are able to see the value in what they are paying for.”
