RightCapital vs. Salesforce Agentforce Financial Services

I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.

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Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

• User friendly
• Easy client access
• Capability to embed code into our website
• Customizable colors for the reports
• Weekly meetups to educate us more on how the platform is used

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Independently Invited by TrustRadius

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• Ease of use
• Reporting
• Customisation

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Independently Invited by TrustRadius

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• Customize the colors on the main platform
• Continue to build tutorial videos as the platform expands
• Allow us to manually input budget data for budget tracking purposes

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Independently Invited by TrustRadius

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• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

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Independently Invited by TrustRadius

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It does its job but could be better. I think it all comes down to each business configuration of the platform.

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Independently Invited by TrustRadius

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Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

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Independently Invited by TrustRadius

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• It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
• We use the reports feature to help compose financial plans which is a service offering
• The Vault is used as a risk management control for legal and regulatory purposes.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures