RightCapital Financial Advisor Blog

This guide is designed to help financial advisors find the best estate planning software for their needs in 2025, with a focus on actionable features and client-centric planning.

In this article, you’ll discover actionable tips and real-world examples of client-facing financial dashboards. This post will showcase how RightCapital’s versions of these visuals can help you simplify the conversation, address client concerns, and deliver a more engaging planning experience to help clients with decision-making.

This guide cuts through the noise to compare the top financial planning software options on the market, helping you identify which solution aligns with your firm's unique needs.

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

This year marked the ninth time RightCapital has appeared in the results of the T3/Inside Information Advisor Software Survey. Here, we reflect on what has changed and what has remained the same.

At RightInsights, RightCapital’s inaugural virtual event held in February 2025, Michael Kitces dove into why tax planning is an important service for financial advisors and how to integrate it effectively into your practice.

Katherine Fox is deeply committed to demystifying the intricate financial situations of current and future inheritors. RightCapital offers a range of insights that these individuals can easily understand and put into action, without inundating them with too much information or overcomplicated reports.

We wouldn’t want you to feel rushed during your free trial of RightCapital, so we pulled together a quick guide of how we’d recommend getting to know our financial planning software during that time period.

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

Laura Davis guides clients to understand how seemingly minor adjustments in financial behavior could significantly benefit their future financial health and stability.

A tech-savvy advisor quickly realized how RightCapital enables him to better serve his clients, while consolidating his in-house tech stack. Pivoting to RightCapital unlocked a savings of $8,400 for this advisor.

RightCapital’s business intelligence feature, RightIntel, can help you identify additional opportunities to deliver value to your clients so you can focus on the action.

RightCapital hosted a recent webinar detailing how financial advisors can elevate client engagement. Here is a roundup of the key takeaways and some bonus suggestions!

When Brooke Martinez became an independent planner with Western Wealth Management, she took her time researching different financial planning tools and ultimately decided on RightCapital because of a few “non-negotiables”.

From RightFlows™, an industry-first workflow tool, to feature enhancements such as state estate tax calculations and budget category templates, let’s dive into the substantial upgrades that marked an exciting start to the year:

In 2023, there were more than 60 updates that help advisors visualize cash inflows and outflows with Cash Flow Maps, stay organized with a major Tasks enhancement, maintain order of shared documents with Vault updates, and more.

We spoke with short-form video superstars Nick Meyer, CFP®, and Nate Hoskin, CFP® of N2 Content Marketing about how financial advisors can get started on this important marketing effort with just a few ideas, their phones, and good lighting.

In this video case study, Warren Duthie discusses RightCapital's visualizations, exceptional speed, and the growth in AUM he's seen since integrating RightCapital.

Jonny West, CFP®, of Better Planning, Better Life, was looking to maximize his impact with clients. He now calls RightCapital “the most critical tool” to show clients what kind of lives are possible.

The Kitces team has once again delivered fresh, insightful advisor tech benchmarks in the August 2023 study, “The Technology That Independent Financial Advisors Actually Use And Like.”

We spoke with three firms who are “power users” of RightCapital’s Tasks to learn how they are creating efficiencies for their businesses and helping automate repeated tasks with Task Templates.

Anthony Ferraiolo is a financial advisor passionate about sharing his financial planning ideas and insights. Here he shares his views on RightCapital and why he switched over from the software he was using while looking for a client-focused solution.

A Roth Conversion strategy can reduce clients’ taxes during retirement and add more tax-free assets to a client’s estate. The concept can almost seem too good to be true, so being able to demonstrate your proposed plan to clients in a way they understand is vital.

Are you thinking about switching to RightCapital from eMoney or MoneyGuide? Two advisors share the good, bad, and why behind switching to RightCapital.

So far this year, RightCapital updates have arrived as quickly as ChatGPT think pieces on LinkedIn. Catch up on what we’ve been doing over the last three months:

We spoke with two advisors with ultra-specific and unique niches to learn how they established their practices and what advice they have for others.

While the majority of clients will find value in financial planning topics such as retirement, budgeting, and Social Security optimization, your wealthiest clients are likely to encounter more complicated estate and tax situations than the average Joe.

In November 2022, fpPathfinder and RightCapital held a panel with advisors Mike Zung and Travis Gatzemeier who explained how they used visuals within their financial planning practices.

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 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.”

Managing the tax impact of retirement income is essential. The IRS will eventually get paid when withdrawals occur. Annuities can be used to set the timing on that.

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!

Watch Ted Denbow, VP, Head of Sales demonstrate a case study about pre-retirees asking five questions about their financial futures that advisors hear most from clients.

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.

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:

We sat down with a long-time friend of RightCapital, Matt Fortney in Shelton, Connecticut to discuss how he has been using our financial planning software for the last four years.

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.

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

If you haven’t gotten through all of our weekly emails or if you’re not yet a subscriber, here’s a rundown of some of the enhancements we were most proud to share from January through March!

The RightCapital software is fully customizable so you can truly make it your own! Use our platform to provide your clients with a personalized experience that will always bring them back to you.

Whether you are looking to adjust your own productivity or health habits or hoping to influence your clients to form better financial habits, we wanted to share what we learned and loved from "Atomic Habits" by James Clear.

If you’re not already tapped into the Millennial market, we’ve got some tips on features you’ll want to make sure your financial planning software has to best manage this generation’s needs.

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.

One of the best ways to capture a prospect’s attention is through video. RightCapital makes it easy for you to prospect through video with our customizable and engaging videos that you can use in whatever ways you see fit.

A roundup of our Top 10 Product Features & Enhancements of 2021 including Dynamic Retirement Spending Strategies, RightIntel Business Intelligence Dashboard, and more!

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.

Learn how the Founder and President of Integra Financial uses RightCapital financial planning software in his advisory practice.

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

Learn how Meg Bartelt, CFP®, MSFP uses financial planning to change lives with RightCapital financial planning software and the services she provides.

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

Learn how Katie Brewer CFP® started Your Richest Life and how she uses technology to provide personalized financial planning services virtually to Gen X/Y clients.

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in