Hear from other advisors about financial planning software
What the best financial planning software is turns out to be THE question once you decide to use a planning software. As with any purchasing decision, there are many considerations to take into account. Who is the best depends on a lot of factors, including your own practice and style of working, which survey you read, and which advisors you ask. We could talk until we are blue in the face about why we love our features, but it may mean more to you coming from someone else. Here are comments straight from financial advisors explaining why THEY consider us the best.
Advisors’ clients love RightCapital
What makes us even happier than our advisors sharing how much they enjoy RightCapital is when they share how much their clients enjoy our software and our outputs. We’ve created visual representations that are easy to explain and therefore easy for clients to understand. Our client portal and mobile app help clients stay engaged in their finances which helps them to build trust with their advisors. Advisor Anthony Ferraiolo noticed a significant increase in client engagement with RightCapital.
RightCapital listens to advisor feedback
As a relatively new disruptor to the financial planning software scene with a smaller team who takes an immense amount of pride in what we do, we take feedback seriously. Our support team keeps the product team updated as to what comments and requests they receive from current clients and when developing new features, we look to the industry and try to learn as much as we 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 we come out with weekly enhancements and updates? If you’re interested in learning more about recent advancements, we rounded up our favorite updates from 2023 and from Q1 this year. Check those posts out and then follow us on LinkedIn, Facebook, Instagram, and X (formerly Twitter) to keep up to date with future releases, such as our May 2024 risk assessment tool.
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 our major updates are discovered and praised by advisors before we even send the update email. Advisor Warren Duthie explained, “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.”
Snapshot
In April 2022, we premiered Snapshot, a totally customizable plan summary for clients, which can be made into a “one-page plan”, if desired. Advisors were vocal about their enthusiasm, gushing in support chats: “The new Snapshot feature is excellent and I love it”, “I love the ability to add the text box and move it around the Snapshot”, and “I LOVE LOVE LOVE the Snapshot”. We got a kick out of the positive feedback, both from current subscribers and those who wish their own financial planning software could produce something of the same quality.
Blueprint™
Sometimes referred to by industry experts as a follow-up to Snapshot, the data visualization feature Blueprint, to help advisors illustrate their clients’ full financial lives, was released in the fall of 2022. Similar to when Snapshot was released, our support chats went all caps with positive feedback such as “Holy cow! That’s a HUGE addition, thank you!” and “This is AWESOME!!!!!”
Cash Flow Maps
In April of 2023, we debuted Cash Flow Maps, another visualization where advisors and clients can see exactly where their money is coming from and going in an easy-to-follow waterfall chart as well as a vertical breakdown map. Once again, our social media team thoroughly enjoyed the enthusiastic responses from clients.
RightCapital’s support team is top-notch
Our support team receives high marks day in and day out on our 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 "Support" in the 2021, 2022, and 2023 Kitces Reports.
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!