# RightCapital Software Reviews, Demo & Pricing - 2026 > Review of RightCapital Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/erp/rightcapital-profile --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / RightCapital Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # RightCapital 2026: Benefits, Features & Pricing Wondering if RightCapital is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview RightCapital 4.7 [(3)](https://www.softwareadvice.com/erp/rightcapital-profile/#reviews) 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. Wondering if RightCapital is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## RightCapital User Interface ## Popular RightCapital Alternatives Main Product RightCapital 4.7 [(3)](https://www.softwareadvice.com/erp/rightcapital-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 5.0Value for money - 4.67Customer support - 4.67Functionality Pricing Starting at $124.95 per month Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(687)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.00Value for money - 3.99Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) 4.3 [(358)](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 4.05Value for money - 4.04Customer support - 4.31Functionality Pricing Available upon request Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26465)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.2 [(2045)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Ratings Breakdown - 3.96Ease of use - 3.85Value for money - 3.81Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [Workday Financial Management](https://www.softwareadvice.com/accounting/workday-financial-management-profile/) 4.4 [(88)](https://www.softwareadvice.com/accounting/workday-financial-management-profile/reviews/) Ratings Breakdown - 4.11Ease of use - 4.22Value for money - 4.28Customer support - 4.39Functionality Pricing Starting at $50.00 per month Get Price ## 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 Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Redtail CRM Integration rated undefined from -1 review ## RightCapital User Reviews Overall Rating 4.7 Ratings Breakdown 5 67% 4 33% 3 0% 2 0% 1 0% 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? JS 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! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More NK Neil K. Verified reviewer Financial Services Self-Employed Used daily for more than 2 years Review source Reviewed September 2021 Solid Financial Planning Software 5 Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More JJ 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! 4 Constantly making improvements. Handles virtually all of my client needs in a financial planning software. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 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. 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