Financial planning software done right
Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently.
Modern features for today's financial advisors
Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality.
Uncover hidden savings and boost client confidence with RightCapital’s powerful tax planning tools. Securely scan tax returns with our Tax Analyzer, optimizing withdrawal strategies and Roth conversions in just one click.
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Easily model investments, spot opportunities, and align portfolios to client goals with real-time data from custodian integrations.
Incorporate risk assessment as part of your holistic financial planning process. Show how each client household's risk score relates to their investment strategies and probability of success.
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Advisor success stories
Matt Fortney’s practice has maintained a 100% retention rate with all clients who have worked on a plan with them through RightCapital over the last 4+ years.
Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.
When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.
Beautiful, intuitive financial plans
Create personalized plan summaries with charts and notes in a snap. Share Snapshots with clients from the secure client portal or as a PDF.
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Organize household net worth; goals; and income, savings and expenses using interactive, intuitive visuals.
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Help clients easily understand where their cash is coming and going for each year within a plan.
Why advisors love RightCapital
