Make financial planning a breeze

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism.

Screenshot of RightCapital's Retirement Analysis tab
Working with
Charles Schwab logoXY Planning Network logoCommonwealth Financial Network logoMorningstar logoBetterment logo

Modern features for today's financial advisors

Interactive Retirement Planning

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.

Screenshot - RightCapital Interactive Retirement Planning Feature
Tax-Efficient Distribution

Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way they'll truly understand.

Screenshot - RightCapital Tax Efficient Distribution Strategy
Insurance Needs Review

Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success.

Screenshot - RightCaipital Insurance Needs Review
Debt & Student Loan Analysis

Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children.

Screenshot - RightCapital Student Loan Debt Analysis

Our Commitment to You

Continuous Improvement

We are perpetually

enhancing and advancing

our product.

Advisor & Client Focused

We're built around how

advisors interact with

clients.

Support at Every Turn

Empathy and guidance are

built in. We have your

back.

Customer Success Stories

News & Announcements

Aug
2021

RightCapital is the 1st Comprehensive Financial Planning Software to Launch Dynamic Retirement Spending Strategies

Apr
2021

RightCapital Financial Planning Software announces integration with Schwab Advisor Services' API Platform

Mar
2021

RightCapital Partners with Broadridge to Enhance Enterprise-Level Offering

Let's get planning!