Last updated on
Company health
Ratings
RightCapital description
RightCapital is financial planning software designed for financial advisors. It helps advisors create interactive financial plans for their clients, covering areas like retirement planning, tax-efficient investment strategies, insurance needs, and estate planning. The software aims to make complex financial information clear and easy to understand for both advisors and their clients. RightCapital is known for its user-friendly interface and focus on visual tools like charts and graphs to illustrate financial concepts.
Who is RightCapital best for
RightCapital is financial planning software for financial advisors working with small businesses. It offers interactive plans, covering retirement, investment, insurance, and estate planning. Advisors appreciate its user-friendly interface and clear visuals. RightCapital offers flexible pricing plans, including a 14-day free trial.
-
Best fit for small businesses.
-
Not industry-specific.
RightCapital features
Supported RightCapital supports scenario modeling, including Monte Carlo simulations and interactive adjustments. |
Supported RightCapital supports budgeting, forecasting, and what-if analysis. |
Supported RightCapital allows advisors to set and track client financial goals, including retirement and education. |
Supported RightCapital allows advisors to model different scenarios and visually demonstrate outcomes. |
Supported RightCapital allows generating comprehensive and customizable PDF reports. |
RightCapital pricing
See the RightCapital pricing page.
-
RightCapital has a free trial.
Investment planning, Retirement planning, College planning, Insurance planning, Tax planning, Estate planning, Snapshot™ plan summaries, Blueprint™ visuals for financial life, Secure document vault, Client-facing mobile app, Lead generation, Custom branding, Integrations with CRM and custodians, Phone, email, and chat support
All Basic features + Account aggregation, Budgeting tools, Smart transaction categorization, RightRisk™ risk assessment, RightIntel™ business intelligence, Tax Analyzer module, 1 assistant access for add’l fee
All Premium features + Team collaboration, Custom asset classes, Enhanced investment return parameters, Firm-level assumptions & models, 1+ assistant access for add’l fee
RightCapital alternatives
RightCapital FAQ
RightCapital is financial planning software for financial advisors. It facilitates interactive financial plan creation, covering retirement, investment, insurance, and estate planning. It offers a user-friendly interface with visualizations to simplify complex financial information for advisors and clients.
What is RightCapital and what does RightCapital do?
RightCapital is financial planning software for financial advisors. It facilitates interactive financial plan creation, covering retirement, investment, insurance, and estate planning. It offers a user-friendly interface with visualizations to simplify complex financial information for advisors and clients.
RightCapital integrates with various custodians, CRM systems, and other financial tools. It offers direct data feeds for account aggregation and supports integrations with popular platforms, streamlining workflows for advisors. Specific integration partners are listed on their website.
How does RightCapital integrate with other tools?
RightCapital integrates with various custodians, CRM systems, and other financial tools. It offers direct data feeds for account aggregation and supports integrations with popular platforms, streamlining workflows for advisors. Specific integration partners are listed on their website.
RightCapital's main competitors include eMoney Advisor and Moneytree Plan, both offering financial planning software for advisors. Other alternatives, though not direct competitors, are Aumni, Company Watch, QuickBooks Desktop Pro, and Koyfin, each catering to different financial management needs.
What the main competitors of RightCapital?
RightCapital's main competitors include eMoney Advisor and Moneytree Plan, both offering financial planning software for advisors. Other alternatives, though not direct competitors, are Aumni, Company Watch, QuickBooks Desktop Pro, and Koyfin, each catering to different financial management needs.
RightCapital is safe and legitimate software for financial advisors. It offers robust financial planning tools, including interactive scenario planning and client reporting. With positive ratings on Glassdoor, it appears to be a reliable option.
Is RightCapital legit?
RightCapital is safe and legitimate software for financial advisors. It offers robust financial planning tools, including interactive scenario planning and client reporting. With positive ratings on Glassdoor, it appears to be a reliable option.
RightCapital pricing starts at $139.95/month for the Basic plan. The Premium plan is $179.95/month. The Platinum plan has custom pricing for teams and enterprises. They also offer a 14-day free trial. Assistant access is an add-on for $35 per assistant per month.
How much does RightCapital cost?
RightCapital pricing starts at $139.95/month for the Basic plan. The Premium plan is $179.95/month. The Platinum plan has custom pricing for teams and enterprises. They also offer a 14-day free trial. Assistant access is an add-on for $35 per assistant per month.
RightCapital receives positive feedback for its intuitive interface and regular upgrades based on user feedback. Clients find the software easy to understand, and advisors appreciate the visual appeal and continuous improvements. Some areas like tax calculations could benefit from enhancements.
Is RightCapital customer service good?
RightCapital receives positive feedback for its intuitive interface and regular upgrades based on user feedback. Clients find the software easy to understand, and advisors appreciate the visual appeal and continuous improvements. Some areas like tax calculations could benefit from enhancements.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.