CapitalROCK, LLC provides rule-based product validation / selection tools and needs-based customer analytics to the financial services industry.   CapitalROCK was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years. 

CapitalROCK provides a systematic process to help advisors validate and/or select the best product types and products for each individual client’s needs and preferences.   CapitalROCK’s RightBRIDGE product selection tools focus on providing unbiased suggestions using a scoring engine and ReasonText™ that explain why a product  fits a client’s needs.  RightBRIDGE® helps advisors determine which products available on their product shelf are best suited to meet their clients’ needs, objectives and preferences.   An advisor can also self select a product and use the RightBRIDGE® product validation process to confirm the product meets their clients’ needs, objectives and preferences.  Firms are using the RightBRIDGE® technology to integrate Best Interest into their process as a business practice regardless of the constantly changing regulatory landscape. 

CapitalROCK is guided by the following values:

• Being Customer Focused – We listen to our customers and respond positively to their needs. 

• Having Integrity – We do what we say we are going to do. 

• Positivity – We maintain a positive upbeat work environment.  We solve problems rather than complain about them. 

• Self-Motivation – We don’t wait to be told what to do.  We search for high impact problems to solve and get to work solving them. 

• Accountability – We feel a deep responsibility to meet our commitments to our customers and co-workers.  If we make a mistake, we own up to it and fix it rather than find excuses.