Plan, prepare, and maximize your retirement.
Starts from $124.95/User/Month
Starts from $124.95
Yearly plans
Show all features
BASIC
$124.95
/User/Month
Investment planning
Retirement planning
College planning
Insurance planning
Tax planning
Secure document vault
Client-facing mobile app
Lead generation
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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Free Trial:
7.0/10
Spot Score
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Contact
(888) 982-9596, opt. 2
Customer Service
Online
Location
Shelton, Connecticut
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