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RightBRIDGE For Sales Assistants & Paraplanners
RightBRIDGE gives Sales Assistants and Paraplanners the tools to prepare complete, compliant proposals without constant back-and-forth with the home office—catching documentation gaps before they become NIGO rejections.
From AI-assisted documentation and client proposal generation to meeting note transcription and case file organization, RightBRIDGE streamlines the administrative burden of compliance so your advisors can stay focused on clients.
Key Benefits
- ✓ Dramatically reduced NIGO (Not in Good Order) rates
- ✓ AI-powered documentation that catches gaps before submission
- ✓ Faster proposal preparation and case file assembly
- ✓ Automated meeting note transcription and organization
RightBRIDGE Solutions For Sales Support Teams
Prepare proposals and document recommendations efficiently.
Product Profiler®
Generates client-ready proposals with documented suitability analysis, allowing sales assistants to prepare compliant recommendation packages that satisfy home office review on the first submission.
Learn moreRightBRIDGE Annuity Wizard
Prepares detailed annuity comparison reports with fee analysis, income projections, and replacement justifications—giving paraplanners all the data they need for a complete submission.
Learn moreInvestment Wizard®
Assembles investment recommendation reports with automated Reasonably Available Alternatives comparisons, fund performance data, and fee disclosures—ready for advisor review and client presentation.
Learn moreLeverage AI to eliminate documentation gaps.
RightBRIDGE+
AI documentation assistant that reviews case files for completeness, transcribes meeting notes, and generates post-meeting summaries—catching missing information before submission to compliance.
Learn moreReasonText®
Automatically generates narrative rationale for every recommendation in the case file, ensuring the “show your work” documentation is complete without manual paragraph writing.
Learn moreCompliance Dashboard & Case Explorer
Provides case tracking and organization tools that help sales assistants monitor submission status, manage document workflows, and maintain organized case files for their advisors.
Learn moreReady to Reduce NIGO Rates and Speed Up Submissions?
Schedule a personalized demo to see how RightBRIDGE helps sales assistants and paraplanners prepare compliant proposals on the first try.