RightCapital 为顾问推出新工具,将业务数据集成到财务计划中,帮助企业主将业务决策与退休目标保持一致。
RightCapital launches new tools for advisors to integrate business data into financial plans, helping business owners align business decisions with retirement goals.
右资本引入了新的先进业务规划功能,使金融顾问能够将客户的商业数据(如现金流动、收入、支出和资产)直接纳入财务计划。
RightCapital has introduced new advanced business planning features that let financial advisors integrate clients’ business data—such as cash flow, revenue, expenses, and assets—directly into financial plans.
最新情况报告支持多个企业,使顾问能够制定各种战略模式,包括商业销售,并使其与退休目标保持一致。
The update supports multiple businesses, enabling advisors to model various strategies, including business sales, and align them with retirement goals.
该工具旨在反映全面的财务情况,特别是对于公司是其主要资产的企业所有者,它帮助顾问展示企业决策如何影响长期成果。
Designed to reflect the full financial picture, especially for business owners whose companies are their main asset, the tool helps advisors demonstrate how business decisions impact long-term outcomes.
现在所有RightCapital用户都可以使用这些功能.
The features are now available to all RightCapital users.