Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.
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.
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.
Show your clients how to maximize their Social Security income. You’ll help them confidently make big decisions, like when to start receiving benefits.
Provide your clients tools to manage their budget, track spending in various categories, and manage expectations for future spending.
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.
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.
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.
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.
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!
Collect financial planning fees from your client's credit card
Flexible payment options: one-time or ongoing
Seamless client experience: all-in-one portal