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New Financial Planning Platform Partnership

Resources Investment Advisors, Inc. Announces Partnership with The RightCapital Financial Planning Platform

RIA will use RightCapital’s dynamic financial planning capabilities as part of their national financial wellness program.

New Haven, CT and Overland Park, Kansas (May 2, 2017) – Resources Investment Advisors, Inc. (RIA), a collaborative partnership of independent advisors , announces they have selected RightCapital, Inc., the fastest growing financial planning software platform for registered investment advisors and independent broker-dealers, as their newest technology partner. Bukaty Companies Financial Services, a retirement plan and investment services industry leader and a member firm of RIA, will use this partnership as an integral piece of their latest one-on-one financial wellness and coaching program.  The program combines technology and personal interaction to provide financial guidance to retirement plan participants, individual wealth management clients, and company employees. Beginning immediately, Bukaty will offer its financial wellness and financial coaching program to retirement plan participants.  Additional firms within the Resources Investment Advisors network are also expected to adopt the financial wellness and coaching program Bukaty created.

Bukaty’s online program makes financial wellness and retirement planning clear and simple. The interactive financial wellness program, built around the RightCapital financial planning platform at its core, will pair clients and employees with an advisor who will give retirement, investment, health insurance, Health Savings Account and budgeting recommendations based on a modern client portal produced through RightCapital. The planning platform helps Bukaty’s advisors engage their clients with interactive detailed illustrative completed income tax forms and other visually intuitive modules that make the planning process less cumbersome and confusing for retirement plan participants. RightCapital also offers innovative, tax-efficient withdrawal strategies for retirement income, with Roth IRA conversions incorporated, all under a single login.

“We are excited to partner with RightCapital and to introduce our next generation financial wellness and financial coaching program to our clients’ participants,” said Vince Morris, President of Resouces Investment Advisors and Bukaty Companies Financial Services. “With RightCapital’s planning capabilities, we see the prospect of delivering high quality, holistic advice to each participant to be very promising.”

RightCapital, a rising star in financial planning technology, has gained tremendous momentum since its debut. At Finovate Fall 2016, RightCapital was recognized as one of the most innovative fintech ventures in the U.S. and was named a selected technology for advisors and brokerages.  RightCapital was also honored to be ranked as the highest “user rated” financial planning software in the 2017 Annual Software Survey conducted by T3 Tech Hub and Inside Information.

“We are extremely excited to be chosen by industry leader, the Bukaty Companies, to become a core part of their Financial Wellness Program. We are confident that our solution will help advisors at Bukaty Companies deliver a distinctive experience to their clients and grow their business.” Said Shuang Chen, Co-founder and CEO of RightCapital, “

ABOUT BUKATY COMPANIES FINANCIAL SERVICES

Founded in 2001, Bukaty Companies Financial Services is a full service financial services organization offering comprehensive retirement plan consulting, wealth management, and asset management services. Bukaty Companies Financial Services offers a highly trained team of industry specialists to help individuals and employers plan for the future and most importantly enhance and maintain their quality of life. The company has locations in Overland Park, Kansas; Denver, Colorado; Austin, Texas; and St. Louis, Missouri. For more information please visit www.bukatyfs.com.

ABOUT RESOURCES INVESTMENT ADVISORS, INC.

Resources Investment Advisors is an SEC-registered investment advisory firm, which has more than $6 billion in retirement plan assets and approximately $964 million in wealth management assets under management. Founded in 1987 on the principles of integrity, trust, and dedication to service, the firm provides investment management services to retirement plans, individuals, trusts, corporations and endowments. RIA has103 staff members of which there are 85 registered as investment advisor representatives. For more information please visit www.riaadvisor.com.

ABOUT RIGHTCAPITAL, INC.

After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, www.RightCapital.com.

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