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About RightCapital

RightCapital's innovative financial planning solution allows financial advisors to differentiate their value for more clients. Help your clients understand how prepared they are for retirement using interactive tools. Compare multiple scenarios, illustrate stress tests, and more. Show your clients the benefit of a smart tax strategy by Illustrating optimal withdrawal strategies including Roth conversions. You can show your clients the impact of their decision on when to start receiving Social Security benefits and the optimal solution that will maximize their Social Security income.

Screenshots & Videos

Feature Retirement
Manual
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Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

RightCapital Features

Cash Management

Collection and management of cash.

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

General Ledger

Maintaining and recording all the accounting related transactions.
RightCapital Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

BASIC $124.95 $124.95 per user / month

$124.95 per advisor per month billed annually

Features

  • Investment planning
  • Retirement planning
  • College planning
  • Insurance planning
  • Tax planning
  • Secure document vault
  • Client-facing mobile app
  • Lead generation
  • Custom branding
  • Integrations with CRM and custodians
  • Phone, email, and chat support

PREMIUM $149.95 $149.95 per user / month

$149.95 per advisor per month billed annually

Features

  • Includes the features of Basic plan, plus
  • Account Aggregation
  • Budget
  • Smart transaction categorization

PLATINUM Custom

Features

  • Includes the features of Premium plan, plus
  • Team collaboration
  • Assistant Access
  • Custom asset classes
  • Enhanced investment return parameters

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about RightCapital Pricing.

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RightCapital Reviews

User Rating

4.8/5 (Based on 13 Ratings)

Ratings Distribution

  • Excellent

    76.9%
  • Very Good

    23.1%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

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RightCapital User Reviews

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RightCapital Screenshots

Feature Retirement

Feature Retirement

 Manual

Manual

RightCapital FAQs

What is RightCapital used for?

RightCapital offers the following functionalities:

  • Cash Management
  • Budgeting
  • Onboarding
  • General Ledger

Learn more about RightCapital features.

Does RightCapital provide API?

No, RightCapital does not provide API.

RightCapital Contact

Vendor Details

Shelton, Connecticut

Contact Details

(888) 982-9596, opt. 2

https://www.rightcapital.com/

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