RightCapital
Financial planning software designed for modern advisors and clients
À propos de RightCapital
RightCapital is a powerful yet easy-to-use financial planning tool that simplifies complex scenarios, enhances client engagement, and helps advisors scale their practice efficiently. With features like interactive retirement planning, tax optimization, and risk assessment, it empowers advisors to create personalized strategies and communicate plans clearly. Trusted by thousands of advisors, RightCapital is recognized as the fastest-growing and most comprehensive financial planning software in the industry.
Tarifs
Page de tarifs complèteBasic
Retirement planning, Tax planning, Insurance planning, Snapshot™ plan summaries, Blueprint™ visuals for financial life, Investment planning, Estate planning, Business planning, College planning, Secure document vault, Lead generation, Custom branding, Client-facing mobile app, Integrations with CRM and custodians, Phone, email, and chat support
- Retirement planning
- Tax planning
- Insurance planning
- Snapshot™ plan summaries
- Blueprint™ visuals for financial life
- Investment planning
- Estate planning
- Business planning
- College planning
- Secure document vault
- Lead generation
- Custom branding
- Client-facing mobile app
- Integrations with CRM and custodians
- Phone, email, and chat support
Premium
All Basic features + Account aggregation, Budgeting, Smart transaction categorization, Tax Analyzer, RightRisk™ risk assessment, RightIntel® firm intelligence, RightExpress™ prospecting tool, 1 assistant access for add’l fee
- All Basic features
- Account aggregation
- Budgeting
- Smart transaction categorization
- Tax Analyzer
- RightRisk™ risk assessment
- RightIntel® firm intelligence
- RightExpress™ prospecting tool
- 1 assistant access for add’l fee
Platinum
All Premium features + Team collaboration, Custom asset classes, Enhanced investment return parameters, Firm-level assumptions & models, RightFlows® workflows, 1+ assistant access for add’l fee
- All Premium features
- Team collaboration
- Custom asset classes
- Enhanced investment return parameters
- Firm-level assumptions & models
- RightFlows® workflows
- 1+ assistant access for add’l fee
Enterprise
Coordinate work across teams, Customize your offering + Firm-level insights, Consolidated licensing and billing, API access, SSO option, Firm-level templates, Custom marketing material, Firm-level controls, Compliance tracking
- Coordinate work across teams
- Customize your offering + Firm-level insights
- Consolidated licensing and billing
- API access
- SSO option
- Firm-level templates
- Custom marketing material
- Firm-level controls
- Compliance tracking
FAQ
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