Pointing advisors & their clients in the right direction: forward

Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Interactive Retirement Planning

Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality.

Screenshot - RIghtCapital Interactive Retirement Planning
Tax-Efficient Strategies

Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way they'll truly understand.

Screenshot - RightCapital Tax-efficient Income Distribution Strategies
Social Security Optimization

Show your clients how to maximize their Social Security income. You’ll help them confidently make big decisions, like when to start receiving benefits.

Screenshot - RightCapital Social Security Income Optimization

Try these features and more for free!

Icon represeting a person giving a product demo

20-minute 1:1 virtual demo

Icon representing a software product

14-day free trial

Icon representing sales support experience

Ask any questions

Budgeting Tools

Provide your clients tools to manage their budget, track spending in various categories, and manage expectations for future spending.

Screenshot - RightCapital's budgeting feature
Student Loan Management

Use our unique student loan module to illustrate different scenarios so your clients can reduce payments. Help ease the burden of student debt for your clients or their children.

Screenshot - RightCapital's Student loan management feature
Insurance Needs Evaluation

Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success.

Screenshot - RightCapital's insurance needs evaluation
Demystified Estate Planning

Help clients learn the flow of assets at the end of life, including any possible estate tax ramifications. Replace their anxiety with the peace of mind, knowing their assets are in order.

Screenshot - RightCapital's advanced estate planning feature
Account Aggregation

Bring together your client's bank accounts, credit cards, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.

Screenshot - RightCapital's financial account aggregation
Streamlined Client Onboarding

Digitally onboard your clients in six simple steps with our streamlined client portal. It’s easy for you and your clients to get up and running to plan for their futures!

Screenshot - RightCapital's streamlined client onboarding
Screenshot - RightCapital's RightPay integrated payment solution for fee-for-service financial planning

RightPay integrated payment solution for fee-for-service financial planning

  • Collect financial planning fees from your client's credit card

  • Flexible payment options: one-time or ongoing

  • Seamless client experience: all-in-one portal

Provide financial plan access to your client at any time!

Are your clients interested in checking their information on

the go? You're in luck, with the RightCapital mobile app,

clients can check account balances, budget, and more.

Side-by-side screenshots of RightCapital's web and mobile apps
Let's get planning!