RightCapital 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

RightCapital

4.7

(3)

Pricing

Starting at $124.95 per month

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 subscriptions are offered on a monthly basis and support is provided via webinars, video tutorials, live support and FAQs.

RightCapital Screenshots

RightCapital Pricing and Plans

Starting price: $124.95 per month

Free Trial

Free Version

Basic

$124.95

per user, per month

No plan information available

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RightCapital Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of RightCapital
Access Controls/Permissions
Activity Dashboard
API
Asset Lifecycle Management
Budgeting/Forecasting
Cash Flow Management
Chart of Accounts
CRM
Customizable Branding
Customizable Reports
Customizable Templates
Data Visualization
Electronic Payments
Expense Management
Financial Reporting
General Ledger
Income & Balance Sheet
Mobile Access
Planning Tools
Projections
Real-Time Analytics
Real-Time Data
Role-Based Permissions
Scenario Planning
Strategic Planning
Stress Tests
Third-Party Integrations
Visual Analytics
"What If" Scenarios

RightCapital Integrations

Orion Law

Redtail CRM

RightCapital User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.3

Value for money

5.0

Customer support

4.7

Functionality

4.7

Have you used RightCapital and would like to share your experience with others?

Jeffrey S.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Great Advisor, and Client, Experience!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 K.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 J.

Verified reviewer

Investment Management

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed December 2021

Great product. Great support. Great Value!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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.

Showing 1 - 3 of 3 Reviews