RightCapital

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Software Status:Active

About RightCapital

RightCapital is a financial planning software from RightCapital that helps financial advisors simplify planning and engage clients effectively. It provides minute 1:1 virtual demos, a day free trial, and the ability to ask any questions, so advisors can better understand their tools and capabilities. This software is designed to cater to the needs of modern financial advisors, allowing them to communicate plans clearly to clients and drive client success. With an intuitive interface and capable planning tools, RightCapital supports the growth of advisory practices. Key capabilities: virtual demo free trial client engagement tools planning support intuitive interface Best for: financial advisors that need efficient tools for client communication and planning.

RightCapital Details

Vendor

RightCapital

Year Launched

2015

Location

1 Enterprise Dr, Shelton, Connecticut 06484, US

Deployment

cloud, ios, android

Training Options

documentation, live online

Countries Served

All Countries

Languages

English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean, Russian, Dutch

Users

financial advisors, wealth management firms, and financial planning practices.

Industries Served

Financial Advisors, Wealth Management, Retirement Planning, Estate Planning, Tax Planning

RightCapital's In-App Market Place

Does RightCapital have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

Pricing Options

Free trial

Free version

Request a quote

Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

Intuitive Interface: User-friendly for financial planners and clients.
Client Portal: Doubles as an effective portal for client interactions.
Continuous Updates: Regular improvements based on user feedback.
Powerful Features: Robust "What-If" scenario planning and forecasting.
Customization: Options for branding reports with logos and colors.
Cost-Effective: Lower price point compared to competitors.
Integration: Works well with other software tools in the financial planning space.

Tax Reporting Limitations: Requires separate tax software for detailed projections.
Niche Planning: Areas like college, Social Security, and long-term care could improve.
Account Aggregation: Needs enhancements for smoother performance.
Budget Feature: Not as intuitive or effective as expected.
Column Arrangement: Budget columns could better reflect "Before" and "After" scenarios.