Plan, prepare, and maximize your retirement.
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Starts from $124.95/User/Month
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RightCapital's groundbreaking financial planning solution helps financial advisors to demonstrate their expertise to more clients. Provide your clients with interactive tools to measure their retirement preparedness. Thanks to this tool, clients can access numerous scenarios, stress testing options, and the advantages of a thoughtful tax strategy with Roth conversions. Furthermore, the software helps advisors to demonstrate to clients the impact of decisions regarding Social Security start date and the most advantageous income solution for maximum Social Security benefit.
Starts from $124.95/User/Month
Free Trial available
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
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Free Trial
Yes, It's available
RightCapital Pricing
Starts from $124.95/User/Month
Pricing Model
Free trial
Paid Plans (Subscription /Quotation Based )
Pricing Plans
BASIC
$124.95
/User/Month
Investment planning
Retirement planning
College planning
Insurance planning
Tax planning
Show more +
PREMIUM
$149.95
/User/Month
Includes the features of Basic plan, plus
Account Aggregation
Budget
Smart transaction categorization
PLATINUM
Includes the features of Premium plan, plus
Team collaboration
Assistant Access
Custom asset classes
Enhanced investment return parameters
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Disclaimer: Pricing information for RightCapital is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
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User Review
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JR
James R
08/08/23
"Good user interface. Solid marketing support. Continuous product improvement."
What do you like best about RightCapital? Good user interface. Solid marketing support. Continuous product improvement. What do you dislike about ...
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TS
Tim S
07/21/23
"Intuitive financial planning software that clients can easily understand"
What do you like best about RightCapital? Two things stand out to me: First, they are always continuing to improve their product. Every week we get an ...
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NK
Neil K
08/02/22
"Robust and improving financial planning software"
What do you like best about RightCapital? Intuitive data entry and reports. Solid Monte Carlo Engine with expanding what-if scenarios. 1040-style tax ...
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BM
Bonnie M
08/01/22
"Great software and support"
What do you like best about RightCapital? RightCapital is powerful planning software, but still simple to use. It's much more sleek and modern than ...
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Contact
(888) 982-9596, opt. 2
Customer Service
Online
Location
Shelton, Connecticut
Stuck on something? We're here to help with all the questions and answers in one place.
RightCapital is a New SaaS Software. RightCapital offers the following functionalities:
Here's a list of the best alternatives for RightCapital
No, RightCapital doesn't provide API.
Yes, RightCapital provides mobile app.
RightCapital is located in Shelton, Connecticut
RightCapital offers Free Trial, Subscription, Quotation Based pricing models
