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Easy-to-use software with powerful features to simplify planning

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

RightCapital Retirement Analysis chart comparing Probability of Success: Proposed Plan at 100% versus Current Plan at 86%

Dynamic Retirement Planning

Give clients confidence in their financial future with interactive retirement projections. Explore different proposals through Monte Carlo simulations and stress tests, use engaging visuals to better understand the plan, and instantly compare multiple scenarios side-by-side.

Thoughtful Tax Planning

Analyze tax return data in a client’s financial plan, uncover tax savings opportunities, and clearly demonstrate the impacts of tax-smart strategies such as Roth conversions, equity allocation, and tax-efficient withdrawals.

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Transform Complex Data into Engaging Visuals

  • RightCapital Blueprint: a visual summary of a client's current financial plan showing an interactive Net Worth breakdown of client-owned assets, trust-owned assets, and businesses
    Blueprint™
    Visualize household net worth; goals; and income, savings, and expenses using interactive, intuitive reports.
    Learn more about Blueprint™
  • RightCapital Snapshot one-page financial plan summary displaying key client plan analytics, charts, and visuals
    Snapshot™
    Create personalized plan summaries with charts and notes in a snap. Share Snapshots with clients from the secure client portal or as a PDF.
    Learn more about Snapshot™
  • RightCapital's Waterfall chart in Cash Flow Maps, a San-key chart showing a client's projected cash inflows and outflows for a future year, with the ability to toggle between years
    Cash Flow Maps
    Help clients easily understand their cash inflows and outflows for each year within a plan.
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Asset Allocation Review

Easily review clients' asset allocation and propose different allocation paths. Identify concentrated positions and uncover diversification opportunities. Create custom glide paths to reflect each client's allocation shifts.

Streamlined Risk Assessments 

Use customizable RightRisk™ questionnaires to align client portfolios with identified risk tolerance. Enhance financial security and build trust with clear, data-backed insights.

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Business Planning

Support clients who own businesses by modeling them into their financial plans. Demonstrate impacts of business sale proposals and cash flow strategies using key visuals. Easily help clients understand their businesses' cash flows and net worth over time.

Social Security Optimization

Efficiently compare Social Security filing options within each client plan. Quickly pinpoint optimal filing age for maximum benefits and analyze the break-even point between each option.

Retirement Income Analysis

Guide clients through key decisions with key visuals for pension option comparisons, Medicare filing reviews, and annuity proposals. Help them address income needs, balance longevity risks, and navigate healthcare costs for a confident retirement.

Estate Planning

Ensure a smooth transfer of wealth and preserve client legacies with tailored estate planning. Highlight trust proposal impacts, document checklist, and the final flow of assets to give clients a clear view of their estate plan in action.

Insurance Needs Analysis

Confidently manage existing policies and propose new insurance solutions with detailed illustrations. Use coverage analysis visuals to show the impact of life, disability, property, and long-term care insurance strategies.

Debt Management

Help clients overcome struggles with debt through targeted debt management tactics and personalized student loan repayment plan options. Use insights from the client budgeting tool to uncover and address spending habits.

Account Aggregation

Simplify data entry by having clients link their accounts to their financial plan. Account aggregation simplifies client onboarding, making it easy to link bank accounts, credit cards, loans, and investments.

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RightPay® Integrated Client Billing

RightPay simplifies fee collection and improves cash flow by offering a flexible and fully integrated billing experience, allowing for tailored subscription plans or one-time invoices.

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Client Portal and Mobile App

Provide real-time updates and engage clients from anywhere with an intuitive portal and mobile app. Clients can see net worth, track monthly budget and edit transactions, upload documents to the secure Vault, and much more.

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  • 14-day free trial
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