Make financial planning a breeze

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

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.

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.

Why Advisors Love RightCapital

John-Chesbrough-Trail-Financial-Planning
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
Meg-Bartelt-Flow-Financial-Planning
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
Mark-Sharp
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

News & Announcements

Apr
2022

Altruist Partners With Its First Financial Planning Software, RightCapital

Apr
2022

RightCapital Introduces the Snapshot Feature for Creating Personalized Plan Summaries

Apr
2022

RIghtCapital Debuts One-Page Financial Plan Snapshot

Let's get planning!