Advisor Blog

Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.

Featured
2026 T3/Inside Information Software Survey: Top 5 Takeaways
In the 2026 T3 Survey, RightCapital earned the title of “Software All Star” in two categories and posted an average user rating of 8.4/10, leading over eMoney and MoneyGuidePro.
- Industry Intel
Featured
How to Evaluate WealthTech AI for Financial Advisors
Our Q1 RightInsights event was focused on key WealthTech and AI trends. We hosted industry experts Michael Kitces and John O’Connell. Here, we collect their thoughts.
- Advisor Stories
- Industry Intel
- Practice Management
Featured
RightCapital vs eMoney: 7 Key Differences for Financial Advisors (2026)
eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.
- Industry Intel
Featured
RightCapital vs MoneyGuide: 7 Key Differences for Financial Advisors (2026)
Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.
- Industry Intel

Chart from March 2025 Kitces Report showing RightCapital with market-leading ratings in 11/14 areas of interest

March 20, 2026

7 Top Financial Planning Software Platforms For Advisors

This guide compares the top financial planning software options, helping you identify which aligns with your firm's needs.

Industry Intel
Practice Management

March 17, 2026

Breakaway RIA Client Onboarding Workflow Using RightFlows®

See how solo RIA Jim Carlson streamlined onboarding with his CRM + RightCapital’s RightFlows—automations, client tasks, and a better portal experience.

Advisor Stories
Practice Management

Text of "Why Financial Advisors Should Use Financial Planning Software (and How to Choose the Right Platform)"

February 2, 2026

Why Financial Advisors Should Use Planning Software (+ How to Choose)

Financial planning software maximizes the success of your clients and helps them understand the purpose of your plan.

Practice Management

Title of "Which RightCapital Subscription Plan Is Right For You"

January 29, 2026

Financial Planning Software: RightCapital Plans Explained

Compare RightCapital financial planning software plans for advisors between Basic, Premium, and Platinum.

Inside RightCapital

Screenshot of RightCapital's Snapshot and text "How to Use RightCapital's Snapshot: A One-Page Financial Plan"

January 27, 2026

How to Use RightCapital’s Snapshot™: A One-Page Financial Plan

In RightCapital, Snapshot is a customizable dashboard that pulls key planning metrics into a single, client-friendly view.

Inside RightCapital
Planning

RightCapital arrow and text "How to Contact RightCapital Support"

January 12, 2026

Contact RightCapital Support: Phone, Chat, Email, and More

Need help with RightCapital financial planning software? Contact our support team by phone, in-app chat, email, or scheduled call.

Inside RightCapital

Text of "How to Migrate to RightCapital from Another Software"

January 6, 2026

Migrating from Another Planning Software to 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.

Inside RightCapital

Screenshot of RightCapital's Tax Analyzer with words "2025 in Review: RightCapital's Most Exciting Enhancements"

January 2, 2026

2025 in Review: RightCapital’s Most Exciting Enhancements

Financial planning keeps becoming more efficient, more visual, and easier to personalize at scale. Here’s a look back at RightCapital’s most exciting enhancements from 2025.