RightCapital Launches Iris AI Agent to Streamline Financial Planning Workflow
- 8 hours ago
- 1 min read
Janowski, D. (2026, June 23). RightCapital launches Iris AI agent to streamline financial planning workflow. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/rightcapital-launches-iris
RightCapital has introduced Iris, an AI planning agent built to help financial advisors create and manage client financial plans without disrupting existing workflows.
The company states that Iris is the first AI agent capable of directly analyzing client information within financial planning software to review profile data, identify plan inconsistencies and execute retirement simulations in real time.
The agent's Double Check function scans client profiles for missing information or data inconsistencies that could affect plan accuracy.
The Cash Flow Reviews feature highlights critical planning considerations such as anomalies, assumption risks and potential gaps that may create future financial concerns.
The Plan Builder tool lets advisors set probability targets and receive three customized strategies based on adjustable variables like retirement age or living expenses.
All outputs originate from RightCapital's proprietary calculation engine, restricting insights to the platform's verified solutions, while firms retain control over team access at the organizational level.
Iris is immediately available at no additional charge to all financial planners and assistants on RightCapital's Premium and Platinum subscription tiers.