Supported Operating System(s):Web browser (OS agnostic)
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.
Be the first to review RightCapital
Share your thoughts with other users. Write a review
Filter reviews by: