RightCapital

Plan, prepare, and maximize your retirement.

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Starts from $124.95/User/Month

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Overview

Features

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is RightCapital?

Affiliate Disclosure

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.

Pricing

Starts from $124.95/User/Month
Free Trial available

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Mobile - Android
Mobile - iOS

RightCapital software demo

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RightCapital Features

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Features Score:

RightCapital Pricing

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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 )

Claim a Free Trial

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

Explore in-depth pricing

Screenshots of the RightCapital Pricing Page

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 .

View detailed pricing for RightCapital

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RightCapital Reviews & Ratings

Rating Distribution

Excellent

(10)

Very Good

(3)

Good

(0)

Poor

(0)

Terible

(0)

User Review

James R

08/08/23

4.5 out of 5

"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 ...

Tim S

07/21/23

5 out of 5

"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 ...

Neil K

08/02/22

4.5 out of 5

"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 ...

Bonnie M

08/01/22

5 out of 5

"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 ...

View all Reviews

RightCapital Support

Contact

(888) 982-9596, opt. 2

Customer Service

Online

Location

Shelton, Connecticut

Reach out to RightCapital Social channels

Frequently Asked Questions (FAQs)

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 Budgeting, Onboarding, General Ledger and many more functionalities.

Some top alternatives to RightCapital includes ReclaimAI, ZoomInfo InboxAI, ClientAccessWeb, Personal Capital and Retire.

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

We don't have information regarding integrations of the RightCapital as of now.

The starting price of RightCapital is $124.95/User/Month

Researched by Rajat Gupta