Prudential partners with RightCapital

Prudential Financial is expanding its digital footprint on financial planning digital platforms, designed to provide retail advisors with multi-solution modeling and other tech-forward tools to meet clients’ evolving needs.

RightCapital is the latest platform within which Prudential is working to help advisors build protected retirement income plans. The platform has launched a new “annuity easy button” to empower advisors with a more efficient modeling process.

In addition, Prudential has partnered with Envestnet MoneyGuide® since 2023 and is working with eMoney®, as it expands to provide new enhancements and reporting in the near future.

“Adding protected growth and lifetime income strategies to these leading financial planning tools can help advisors generate more secure financial outcomes for current and future retirees. This work will help advisors appreciate the importance of decumulation, moving beyond just basic Monte Carlo simulations to ensure that protected retirement income is a core element of every smart, holistic financial plan.” – Dan Gutman, vice president of the Prudential Retirement Strategies Future Growth Initiatives team and co-chair of the Insured Retirement Institute’s (IRI) Financial Planning Committee.

“Financial advisor planning tools are evolving at a record pace to meet the demands of a changing retirement landscape. It’s important that we continue to work with leading financial platforms to enhance the advisor experience, so they have the necessary tools to help more retirees protect their life’s work.” – Ann Nanda, head of Future Growth Initiatives and Distribution Enablement at Prudential Retirement Strategies.