Hear from other advisors about financial planning software

Choosing the best financial planning software requires balancing many factors—your practice style, your client base, your workflow preferences, and your budget. Rather than making claims ourselves, here's what advisors are actually saying about why they chose RightCapital:

RightCapital stands out among financial planning software

RightCapital ranks #1 in advisor satisfaction by Kitces multiple years in a row, and advisors consistently compare it favorably to industry alternatives like eMoney and MoneyGuide. For more in-depth stories, check out these posts on how this advisor found a night-and-day difference switching from eMoney and how this one found many efficiencies and time-savings after switching from MoneyGuide.

RightCapital listens to advisor feedback

One thing that sets RightCapital apart, according to advisors, is how seriously the company takes feedback. The Support Team keeps the Product Team updated as to what comments and requests they receive from current clients. When developing new features, Product looks to the industry to learn as much as they can about what advisors are looking for.

Advisor Scott Frey noted:

“I think RightCapital is listening to their clients, I don’t know how to put a price on that.”

RightCapital is continuously innovating

Speaking of new features, did you know RightCapital releases weekly enhancements and updates? If you’re interested in learning more about recent advancements, here are some favorite updates from 2024 and from Q1, Q2, and Q3 this year. Check those posts out and then follow along on LinkedIn, Facebook, Instagram, and X (formerly Twitter) to keep up to date with future releases.

RightCapital’s visualization features change the game

Visualizations in financial planning are all the rage, and RightCapital likes to be first to the party. Oftentimes major updates are discovered and praised by advisors before the update email is even sent. Advisors especially expressed enthusiasm for the Snapshot personalized plan summary (“I LOVE LOVE LOVE the Snapshot”), Blueprint visualization of clients’ financial lives (“Holy cow! That’s a huge addition!”), and Cash Flow Maps showing clients inflows and outflows (“Oh, you nailed it!”).

Advisor Warren Duthie has explained about other visuals:

“There are so many words I don’t have to say because of the way (Roth Conversions) are laid out…This used to be way harder to explain and now because I have this tool, it’s easier.”

RightCapital’s support team is top-notch

The RightCapital Support Team receives high marks day in and day out on survey platforms after onboarding sessions, phone calls, and in-platform chats, but it’s so nice to see the praise on social media, too. RightCapital has also taken the lead in rankings for financial planning software for the category of "Customer Support" in the most recent Kitces Report: “How Financial Planners Actually Do Financial Planning (2024).”

Advisors’ clients and prospects love RightCapital

What is even more exciting than advisors enjoying RightCapital is when they share how much their clients enjoy the software and outputs. The visual representations within the software are easy to explain and therefore easy for clients to understand. The RightCapital client portal and mobile app help clients stay engaged in their finances which helps them to build trust with their advisors. Advisor Anthony Ferraiolo, for one, noticed a significant increase in client engagement with RightCapital.

Hopefully you found this advisor feedback helpful to help you determine if RightCapital is the right financial planning software for you. The next step is to schedule a demo to explore its functionalities yourself: