RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism.
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.
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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.
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
Secure 2.0 Holds Lots of Benefits for Clients