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.

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.