RightCapital

RATING:

4.67

(3)

About RightCapital

RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and Android devices. The main features of RightCapital include retirement planning, social security optimization, budgeting, medicare planning and more. Individual advisors can benefit from RightCapital’s tax distribution strategies, which facilitate tax saving by illustrating strategic approaches including Roth conversion. The software offers the account aggregation feature, which enables advisors to synchronize clients’ financial accounts and credit card transactions and have a comprehensive view of their financial affairs. RightCapital s...

RightCapital Pricing

RightCapital is offered across three pricing plans, outlined below. A 14-day free trial is available. Basic - $124.95 per advisor/month Premium - $149.95 per advisor/month Platinum - Contact RightCapital for pricing details.

Starting price: 

$124.95 per month

Free trial: 

Available

Free version: 

Not Available

RightCapital Tax Strategies

RightCapital Reviews

Overall Rating

4.67

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

5

Functionality

4.5

Most Helpful Reviews for RightCapital

3 Reviews

Jeffrey

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Great Advisor, and Client, Experience!

PROS

I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for most financial planners and doubles as an effective client portal.

CONS

No cons whatsoever. Everytime I think they could improve something, they come out with software updates that improve the experience/usability/forecasting.

Neil

Financial Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Solid Financial Planning Software

Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients.

PROS

The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 years using this software, I feel it has to be very close to the robustness of the most expensive planning software tools available on the market. The what if scenario planning is very powerful and fast.

CONS

While the tax reporting features are impressive, like showing 1040 form style reports, separate tax projection software is needed to run detailed year to year tax analysis. Further niche planning can be improved in areas like college, social security and long-term care planing. Account aggregration can also be improved.

Jamie

Investment Management, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2021

Great product. Great support. Great Value!

Constantly making improvements. Handles virtually all of my client needs in a financial planning software.

PROS

Price point is much better than some of the alternatives. Ability to customize logo and colors for reports. Located in CT!

CONS

Budget feature is not as intuitive or helpful as expected. Wish the two columns were arranged as "Current" and "Proposed" similar to a "Before" and "After" ordering.

Reason for choosing RightCapital

Much lower price point. Modern look and feel. Integration with other pieces.

Reasons for switching to RightCapital

Advizr was being bought by Orion and phasing out of the tech stack offered by XY Planning Network.