Make financial planning a breeze

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

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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.

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.

Risk Tolerance Assessment

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

Maintaining 100% Client Retention Rate

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.

Tax-Efficient Strategies to Win Clients

Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.

Starting a New RIA with RightCapital

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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RightCapital Snapshot one-page plan summaries

Organize household net worth; goals; and income, savings and expenses using interactive, intuitive visuals.

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RightCapital Blueprint visuals
Cash Flow Map

Help clients easily understand where their cash is coming and going for each year within a plan.

RightCapital Cash Flow Maps - Waterfall

Why advisors love RightCapital

RightCapital is like my daily coffee - strong, clean, and invigorating. My clients love the clean interface, thoroughness, and straight-forward outputs. I love the flexibility of building a plan that matches a client's life. Plus RightCapital's customer service is outstanding. They work to solve my challenges or problems in a timely, efficient and effective way.
John Chesbrough
Trail Financial Planning, LLC
Many clients have commented that this is the first time they've ever understood how one piece of their financial life affects the rest. It makes them feel much more confident about the plan we put together and the choices they make.
Meg Bartelt
Flow Financial Planning
Whether developing a strategy for claiming Social Security benefits, making decisions about Medicare, determining how to structure a plan for managing long-term care, or finding the right asset drawdown strategy, RightCapital along with its white-glove-level support staff helps my firm confidently build and deliver better long-term retirement income plans.
Mark Sharp
Mark Sharp Retirement
Let's get planning!