RightCapital for New RIAs

Many independent advisors are switching to RightCapital. But should you?

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (9.1) in the August 2023 Kitces advisor survey, leaping ahead of eMoney (8.4) and MoneyGuide (7.7).

Modern, intuitive visuals

One-page plan summaries, visual Roth conversion, dynamic retirement spending strategies and student loan management are just a few of many unique features.

Custom branding & client portal

Personalized portal and mobile app for your clients, 40+ data integrations, one-click tax strategies, and more.

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Schedule your personalized demo and get a free 14-day trial of RightCapital!

Breakaway RIA Success Stories

How This Breakaway RIA Streamlines Client Onboarding

Jim Carlson uses a technology-forward onboarding process to take clients from signing a client agreement to making sure they can begin the planning process.
Oct 09, 2024

How Alchemi Wealth Successfully Migrated 900 Clients to RightCapital with Easy Adoption by Advisors

In an industry where the right technology can make a big difference in client service and overall success, Alchemi Wealth, a Connecticut-based firm, has made strategic decisions that fuel their growth and enhance their service delivery.
Mar 28, 2024

Why RightCapital Is the Only Financial Planning Software This Advisor Can Run Live With a Client

Darin Tuttle, founder and Chief Investment Officer of Tuttle Ventures, had used several financial planning platforms in the past but had found it challenging to present plans during client meetings.
Feb 20, 2024

Why Switching From MoneyGuidePro Gave This Advisor More Time for Client Discussions

Advisor Scott Frey switched to RightCapital from MoneyGuidePro and found more time to effect change, an easy transition, increased engagement, more trust from clients, less “technical overhead”, and collaboration and trust with the software.
Jul 25, 2023

How an Experienced Advisor Started Fresh at His Own RIA with RightCapital

When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.
Jul 21, 2022
1. The Technology That Independent Financial Advisors Actually Use And Like, The Kitces Report, Volume 1, Published 2023.