The presentation layer for
modern financial advice.
RiteHQ transforms complex planning data into clear, client-ready narratives. Built for advisory firms who value clarity, precision, and trust.
The Trust Gap
Financial advisors spend hours analyzing data, constructing plans, and optimizing portfolios. But when it's time to present, the tools fall short.
Spreadsheets are overwhelming. CRM notes are messy. Sometimes planning software outputs are too technical for the client to understand.Clients don't need more data. They need a clear story.
Confusing Reports
Large documents or plans that clients never read and never understand.
Complex Charts
Visuals that confuse rather than clarify.
Bridge the gap with RiteHQ
We sit between your planning engine and your client, transforming rigorous analysis into intuitive, professional presentation material.
Simplify the Story
Turn information gathered in meetings & complex data from E-Money, Retirement Analyzer, or MoneyGuidePro into strategic client-ready reports.
Win More Clients
Help prospects understand your value — and make confident financial decisions in every meeting.
Branded & Consistent
Create professional, firm-branded materials you can present, print, or send digitally.
Sign up & Customize
Sign up, upload your branding to customize your report looks.
Refine
Invite your team and create structured reports in under 10 minutes—even faster with AI assistance.
Present
View reports in-app, or download and print them for your client meetings.
Designed for your workflow
RiteHQ doesn't replace your tech stack. It elevates it. We handle the "last mile" of financial planning advice the communication layer where value is perceived by the client.
Input
Notes & Planning Data
RiteHQ
Report Generation
Output
Client-Ready Assets
Built for modern advisory firms
Smaller to Mid-sized RIAs
Perfect for firms with smaller teams looking to differentiate their client experience.
Relationship-Focused Advisors
For advisors who believe in client relationships and clear communication in your client meetings.
Collaborative Teams
Make sure that it's a non-spreadsheet like solution that's very collaborative and intuitive for teams to use together.
Ready to elevate your client experience?
We are currently collecting firms who want to join our waitlist to ensure the highest quality of service when the software goes live.
No credit card required. Early access is by invitation only.