RightCapital for New RIAs

Many independent advisors are switching to RightCapital—should you?

#1 in satisfaction & consideration in industry surveys

RightCapital received the highest overall satisfaction (8.7) in the March 2025 Kitces advisor survey, leading above eMoney (8.5) and MoneyGuide (7.9). RightCapital also was the top financial planning platform being considered by advisors in the 2025 T3/Inside Information Software Survey.

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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Breakaway RIA Success Stories

Jim Carlson screenshare during RightCapital RightFlows onboarding process

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
Headshot of Michael Johnson of Alchemi Wealth with quote, “Quite frankly, RightCapital was an easy decision. The ease of the data migration from Schwab and from our other pieces of technology we used made it a no-brainer.”

Successfully Migrating 900 Clients to RightCapital

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
Headshot of Darin Tuttle of Tuttle Ventures and quote, “Now, with RightCapital, I’m able to go in and update information in real time and have that come across the entire financial plan.”

A Financial Planning Software with "Presentation Quality"

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

How Switching Software Gave an Advisor More Time for Clients

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
Quote from Andrew Mastro, "As an advisor and a business owner, managing time is incredibly important. One of the things I really appreciate about RightCapital is that it brings a broad set of solutions all in one place."

How an Experienced Advisor Started Fresh at His Own RIA

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, Published 2025.