Overview
What is RightCapital?
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.
Pricing
Basic
$124.95
Premium
$149.95
Platinum
Call RightCapital
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $124.95 per month
Product Demos
RightCapital Demo
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is RightCapital?
RightCapital’s mission is to create Right Plans for Real People™. RightCapital is used by financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is financial planning software boasting high user satisfaction among advisors. Its features support the financial planning process, from interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, RightCapital aims to simplify the complexity of financial planning so anyone can understand how to plan for their future.
RightCapital Features
- Supported: Retirement Analysis
- Supported: Student Loan Module
- Supported: Social Security Optimization
RightCapital Integrations
RightCapital Competitors
RightCapital Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | United States of America |
Supported Languages | English |