RightCapital
About RightCapital
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
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Most Helpful Reviews for RightCapital
3 Reviews
Jeffrey
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
Great Advisor, and Client, Experience!
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.
CONSNo 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
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.
PROSThe 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.
CONSWhile 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
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.
PROSPrice point is much better than some of the alternatives. Ability to customize logo and colors for reports. Located in CT!
CONSBudget 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.