RightCapital Reviews in January 2025: User Ratings, Pros & Cons

"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 RightCapital?

"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 email announcing a new enhancement or upgrade. They truly listen to advisor feedback and impliment changes. Second, clients can easily understand their plan when we present. Visually its apealing.

"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 reports. Easy to use client data vault.

"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 other planning software I've tried out. It doesn't require nearly as much training to use, either, but still does everything I need it to and more. It is constantly being improved and the trainings they offer each week are very helpful for specialized knowledge and planning scenarios. I've found their support team to be incredibly friendly and ...

"Great UX Design, with robust set of planning features"

What do you like best about RightCapital? I have found the customizable snapshot to be incredibly insightful to summarize and track the key metrics in my clients' financial lives. Also, I have found the investment allocation, weighting to specific industries vs. the benchmark, and overall style box to be very informative, along with the concentration risk feature.

"RightCapital creates a great client experience and we could not be more thankful for quick support"

What do you like best about RightCapital? The immediate help we can get from the support team when we are stuck on how to model something. It's especially helpful because we like to create and update financial plans interactively with our clients and the quick solutions keep everyone engaged.

"Concise planning tool. Streamlined."

What do you like best about RightCapital? Straightforward planning questions. Lead the prospect through important questions in proper order. What do you dislike about RightCapital?

"Right Capital Review"

What do you like best about RightCapital? Very easy to use, and the visuals and comparisons are very powerful in client presentations. What do you dislike about RightCapital?

"New User - Great Product for RIAs"

What do you like best about RightCapital? Interactive tool for financial planners to help clients plan for retirement - there are consistent updates and new data points. There are also employees available to answer questions via chat

"Great Planning Software"

What do you like best about RightCapital? RC does a lot of things right. Very intuitive and easy to create plans. Plus great reports for clients. What do you dislike about RightCapital?