Make financial planning a breeze
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism.
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.
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.
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.
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.
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.
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.
Why Advisors Love RightCapital
News & Announcements
SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
Secure 2.0 Holds Lots of Benefits for Clients
RightCapital Adds SECURE Act 2.0 Updates