RightCapital
The future of financial planning.
Overview
RightCapital is a financial planning software designed for financial advisors. While its core is holistic planning (retirement, tax, insurance, estate), it includes robust features for investment planning and portfolio management. It allows advisors to aggregate client accounts, analyze portfolios, assess risk, and create tax-efficient distribution strategies, all within an interactive and client-friendly interface.
✨ Key Features
- Investment Planning
- Retirement Planning
- Tax Planning & Distribution Strategies
- Account Aggregation
- Risk Assessment (RightRisk)
- Budgeting Tools
- Secure Document Vault
- Client-facing Mobile App & Portal
🎯 Key Differentiators
- Modern, intuitive, and highly interactive user interface.
- Strong emphasis on tax planning and tax-efficient strategies.
- Transparent and competitive pricing structure.
Unique Value: Empowers financial advisors to create comprehensive, tax-aware financial plans through an innovative and easy-to-use platform, enhancing client engagement and demonstrating value.
🎯 Use Cases (4)
✅ Best For
- Widely used by independent financial advisors and RIA firms for client financial planning.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutional asset management
- Firms needing complex, multi-custodian trade order management and execution
🏆 Alternatives
RightCapital is often cited as being more user-friendly and having more robust tax planning features than many of its direct competitors. Its pricing is also more transparent and accessible for smaller advisory firms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
💰 Pricing
✓ 14-day free trial
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