[Candace Participant]

Thanks Chris and Ryan.

Ryan, I just did a quick search of RightCapital and came across a review that said that it’s a tool that is most appropriate for clients with less than $2 million in liquid assets. Our client base typically starts at $2million in AUM so the software may not be a good fit. Additionally, we also use MGP and it may be hard to switch. Still, I’d be interested in hearing back in the coming months!

Chris, assuming we can figure out how to use the software, does BNA have reports that I could show clients/are client-friendly?

[Candace Participant]

We use Junxure Cloud…far from perfect but it has a lot of functionality for what we need it to do!

[Author]

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