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Showing 4-6 out of 13
AU
Anonymous User
10/20/19
"Best Financial Planning Software "
What do you like best about RightCapital? The customer service is the best, quick responses, and If they don’t have a feature you ask for, they forward all requests to their developers.
AF
Amanda F
07/16/19
"I've enjoyed how easy it is to use!"
What do you like best about RightCapital? 5 best features IMHO: 1) intuitive and easy to use. 2) mobile app is very appealing to younger clients I'm trying to attract. 3) Budgeting software is pulls right from the transactions accounts! No more guessing or manual entry. 4) connects seamlessly to Broadridge and pulls all my client's data in 5) the student loan module is very timely! So many Millenials are swimming in loans and this feature can help me create a niche in the medical market I'm ...
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Sherrie C
04/02/19
"Sleek tool"
What do you like best about RightCapital? Right Capital makes sense of the compilation of a variety of data. It's easy to use from the planner's side and clients find it intuitive as well.