RightPay Makes Client Billing Easy
RightPay is an innovative tool that allows advisors to process planning fees within RightCapital. This allows for a better client experience while providing the advisor a compliant platform for collecting payments.
RightPay is powered by Stripe, a leading processor of online payments. It is available for an additional monthly / annual fee. You must have a RightCapital subscription to use RightPay. Check with your broker/dealer, if applicable, to see if you are approved to use RightPay.
Click the following links to learn how RightPay enables advisors to charge client fees for financial planning through RightCapital:
Click the following links to explore best practices while using RightPay:
Click the following link to review frequently asked questions about RightPay:
RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!
For additional assistance regarding RightPay please contact RightCapital Support.