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July 16, 2026
AI Tools for Financial Advisors: A Practical Guide for 2026
Discover the top AI tools for financial advisors in 2026. Learn key use cases, how to evaluate options, and how RightCapital's built-in AI saves time.
- Industry Intel
- Inside RightCapital
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July 2, 2026
Q2 2026 Updates: How Advisors Save Time with RightCapital's Iris™ AI Planning Agent
RightCapital's 2026 Q2 updates include Iris™, the first planning-focused AI agent which directly interprets client data, a redesigned Advisor Portal, and more.
- Inside RightCapital
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June 23, 2026
Financial Planning Software: RightCapital Plans Explained
Compare RightCapital financial planning software plans for advisors between Basic, Premium, and Platinum.
- Inside RightCapital
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June 18, 2026
The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)
The top retirement planning questions pre-retirees ask and how to answer them live in your planning software.
- Inside RightCapital
- Planning
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June 4, 2026
Training Opportunities Through RightCapital’s Webinars
RightCapital offers plenty of free training opportunities, including weekly interactive webinars.
- Inside RightCapital
May 1, 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
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April 1, 2026
Q1 2026 Updates: How RightCapital Saves Advisors Data Entry Time
This quarter's updates are designed to save you time, from AI and OCR-powered data entry to streamlined CSV uploads and more.
- 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
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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
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January 2, 2026
2025 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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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
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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
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