RightCapital Financial Advisor Blog

Just days after the SECURE 2.0 Act was passed and signed into law, RightCapital incorporated the relevant changes into our financial planning software.

When members of your tech stack play well with others, life as an advisor becomes easier. Make sure the financial planning software you choose integrates with at least a couple of your favorite software programs.

In case you’re not caught up (totally understandable), we’ve summarized 10 of our favorite things advisors can now do, with RightCapital platform updates made last year.

Roth conversions can minimize tax liabilities in retirement if they are done at the right time. RightCapital can help advisors demonstrate this to clients.

In 2010, the Social Security Administration (SSA) released a report titled “The Future Financial Status of the Social Security Program.” The report states that “benefits are now expected to be payable in full on a timely basis until 2037, when the trust fund reserves are projected to become exhausted.”

There’s more to estate planning than simply choosing an insurance beneficiary and making sure the line of succession is clear. Tax liabilities, the future value of money, and projected returns on investment funds need to be considered also.

The decision on which financial planning software to use with your practice can be a tough one. Two of the leaders in the industry are RightCapital and MoneyGuidePro. Let’s take a look at the differences between them.

Discover improvements and enhancements to our financial planning software from Q3 2022, including our popular Blueprint visual feature, notification center, new Snapshot widgets, and more!

Medicare open enrollment begins on October 15th and runs through December 7th. Find out how RightCapital can help you and your clients make the necessary decisions.

Many of our advisors have access to a 1:1 onboarding call within the first two weeks of their subscriptions and we thought you’d like to get to know the team you’ll be working with!

We understand that making a decision about which financial planning software is right for your practice is a big one. eMoney and RightCapital are both leaders in the financial planning software category. Let’s dig into what makes them different.

Kyle Moore, CFP®, the founder of Quarry Hill Advisors, started his practice to make a difference for his clients. Little did he know that his choice of RightCapital financial planning software would make a $30M difference for his practice in just one year!

If your financial planning software doesn’t have a good way to account for this burden and to determine payment solutions for your clients, you may want to look around and find a software that allows you to do the following:

Ted Denbow, VP/Head of Sales, walked through a case study showing how advisors can address these important services easily within RightCapital’s financial planning software, services that 4/10 RIAs are not offering.

We wanted to fill you in on our favorite updates from the last three months, such as additional flexibility for Roth conversions, firm-wide assumptions, increased trust-planning capabilities, and more!

RightCapital's lead generation tool is designed specifically for financial advisors to help them generate, nurture, and convert leads into clients.

We’ve come up with a few tips to communicate effectively with clients during volatile markets to help alleviate any anxiety.

Time is of the essence and it seems each day even more distractions pop up. Below are some suggestions as to how you can save time and increase productivity.

Are you on the lookout for a new financial planning software? Or perhaps looking to use one for the first time? Software can be a commitment and we want you to feel confident in your decision.

With RightCapital, advisors can choose from cash flow, goals-based, or a “secret sauce” third option of modified cash-flow.

Meet the people behind the curtain who make up the Operations Team here at RightCapital.

Learn how to migrate all of your client data, get your clients acclimated to something new, and make sure you’re in your comfort zone.

Here at RightCapital, we aim to set you up for success, so we offer plenty of free training opportunities, including our weekly interactive webinars.

Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.

You’re likely familiar with their voices from onboarding calls and training webinars, but we’d love for you to get to know our Training and Onboarding team (and their pets!) a little better.

The goal of financial planning software is to maximize the success of your clients and to help them understand the purpose of the plan you set forth. The latest Kitces Report of independent financial advisors found that 83% of advisors are currently using a financial planning software—if you’re not one of them, we’re here to convince you to join the trend!

Your clients can access their finances anytime, anywhere with the RightCapital mobile app.

Our client portal is interactive, but advisors have the flexibility to decide which features their clients can view and edit. You’re still the advisor, but your client will gain confidence and trust by being a part of the journey. If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.

Having a social media presence for your advisory practice is a necessity these days. Here are some easy tips on how you can master social media, once and for all.

RightCapital's highest-rated in the industry customer support team can be reached in many ways. Let us know how we can help you!

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

On June 30th expanded Regulation Best Interest (Reg BI) rules take full effect. The regulation is designed to provide an additional layer of care and concern for ‘retail customers’ of financial professionals. More simply put, the best interests of your client must come first at all times.

Having a social media presence for your advisory practice is a necessity these days.

One thing we heard from surveying our customers and from our everyday conversations is that we at RightCapital are collectively focused on your clients. We provide you with the tools you need to have happy and successful clients – clients that understand how to achieve financial success.

Ensuring your clients see the value you provide is something that keeps many advisors up at night. Keeping your clients engaged with your practice is the best way to know where you stand.

Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.

Learn to explain how the Tax Cut and Jobs Act affect your clients and provide appropriate solutions.

Engage prospects by having a conversation about social security strategies with RightCapital Planning Software.

Timothy Baker, CFP® discusses the five critical things to consider when creating a website as a financial advisor.