RightCapital Financial Advisor Blog

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.

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY think we are the best.

Earlier this year, we held a webinar “Divorce and Its Impact on Clients” with Carol Lee Roberts, CFP®, CDFA®, President, Institute for Divorce Financial Analysts (IDFA). Your clients may require extra support during this transitional—and often transformational—time in their lives.

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 sat down with Matt Kansy, RD, CPT to discuss how financial advisors can “Lower Stress and Become More Resilient”.

Learn some tips and tricks to ramp up your personalized plan summaries within the RightCapital Snapshot feature, such as creating templates and adding text boxes.

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.

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.

Conceptualization is the first step in making dreams come true. If you can’t visualize it, the chances of attaining it are slim. You may have tried to communicate this to clients. In this exercise, we’d like for you as an advisor to imagine what your retirement looks like.

RightCapital has adaptive technology to help advisors show clients what will happen to their retirement income when laws change

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.

Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.

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.

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

We wouldn’t want you to feel rushed during your 14-day 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.

At RightCapital, we are always looking for new ways to help our advisors grow their businesses. This is why we developed the Growth Program, an easy-to-use lead generation program that can be used by anyone.

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.

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

Learn about the limitations of static, inflation-adjusted retirement spending strategies and explore more flexible options such as staged spending, retirement spending smile, and dynamic retirement spending strategies that automatically respond to unpredictable markets.

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.

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.

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.

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.