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RightBRIDGE

Client Risk Profile

RightBRIDGE consistently analyzes a firm or advisors client base and identifies, scores and ranks the next best sales opportunities for each client based on specific client needs. More importantly RightBRIDGE delivers specific and detailed reasons why the client has a need for the product and how it may benefit them. So the advisor has all the information they need to begin a valuable conversation.

Firms using RightBRIDGE report a very significant increase in sales. RightBRIDGE is the next generation sales tool for trusted financial advisors. CapitalROCK uses the RightBRIDGE AI engine to determine the suitability or best interest status of proposed products and accounts. For more information visit capitalrock.com.

Integration

Docupace’s integration with RightBRIDGE facilitates account opening based on product recommendations determined by the RightBridge Product Profiler, Annuity Wizard, or Investment Wizard.

Integration Benefits:

  • SSO integration for launching Docupace from RightBRIDGE which:
    • Reduces duplicate data entry between the two systems
    • Eliminates manual uploading of RightBRIDGE reports
    • Improves advisor experience
  • Increases advisor efficiency by:
    • Launching Docupace thru a single sign-on
    • Automating the creation or matching on clients and client account folders within Docupace
    • Automatic storing of all RightBRIDGE report PDFs within Docupace
    • Assuring that products selected in RightBRIDGE are opened within Docupace
    • Providing a single-signing experience for product selection reports and account opening paperwork


Non-standard integration fees may apply. Please contact us for more information.