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).
One-page plan summaries, visual Roth conversion, dynamic retirement spending strategies and student loan management are just a few of many unique features.
Personalized portal and mobile app for your clients, 40+ data integrations, one-click tax strategies, and more.
Download our free comparison chart to learn why RIAs choose RightCapital.