Advisor Blog
Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.
![Screenshot of RightCapital's Tax Analyzer with words "2025 in Review: RightCapital's Most Exciting Enhancements"]()
Featured2025 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.
- Inside RightCapital
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FeaturedHighlights from 2025's Kitces Advisor Technology Report
The Kitces Report, “How Financial Planners Actually Do Financial Planning”, analyzes the state of the financial planning software market.
- Industry Intel
![Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney]()
FeaturedRightCapital 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
![Chart from March 2025 Kitces Report showing RightCapital with higher ratings in all categories than MoneyGuide]()
FeaturedRightCapital 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
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
January 29, 2026
Financial Planning Software: RightCapital Plans Explained
Compare RightCapital financial planning software plans for advisors between Basic, Premium, and Platinum.
- Inside RightCapital
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
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
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
December 12, 2025
What Do Advisors Think Is the Best Planning Software?
Here are some words straight from financial advisors as to why THEY continue to choose RightCapital.
- Advisor Stories
- Industry Intel
December 10, 2025
OBBB Act Tax Law Changes: What Advisors Need to Know Now
This guide covers what changed in 2025, why it matters, and how to model possible scenarios in RightCapital.
- Industry Intel
December 9, 2025
What to Expect During a Demo With RightCapital
Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.
- Inside RightCapital
November 25, 2025
Helping Clients Avoid Costly Medicare Mistakes
Find out how RightCapital can help you guide your clients to make the necessary decisions surrounding Medicare.
- Planning
November 21, 2025
Goals-Based vs. Cash Flow Planning: What to Use and When
With RightCapital, financial advisors have the flexibility to choose between cash flow, goals-based, or a third “modified cash flow” option.
- Planning
November 13, 2025
How to Make the RightCapital Platform Yours
Use RightCapital to provide your clients with a personalized experience that will always bring them back to you.
- Inside RightCapital
November 6, 2025
Your Guide to the RightCapital Client Portal
If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.
- Inside RightCapital
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