RightCapital for Cetera Financial Professionals

Cetera Financial Group and RightCapital are excited to make RightCapital's financial planning software available to Cetera Financial Professionals. Some exclusive benefits to RightCapital include:

  • #1 in financial advisor satisfaction: RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction, according to the most recent Kitces 2025 AdvisorTech Study.1

  • Flexible, comprehensive planning modules: RightCapital offers robust planning capabilities including interactive retirement planning, tax-efficient strategies, Social Security optimization, student loan and debt management, insurance evaluation, estate planning and many more.

  • Integrations: RightCapital offers data integrations that many Cetera FPs utilize including PershingX (Albridge), DST Vision, Broadridge (Investigo), Redtail, Wealthbox, Nitrogen (Riskalyze) and more.

  • Special discounted pricing: Cetera has negotiated a special discount for Cetera FPs. For more info, please inquire with RightCapital Sales (sales@rightcapital.com) or visit the Cetera Vendor Catalog.

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See the latest insights from RightCapital

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RightCapital’s Top Product Features & Enhancements of 2023

In 2023, updates helped advisors visualize cash inflows and outflows, stay organized, maintain order of shared documents, and more.

  • Inside RightCapital
Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney

January 14, 2026

RightCapital vs eMoney: 7 Key Differences for Financial Advisors (2026)

eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.

  • Industry Intel
Chart from March 2025 Kitces Report showing RightCapital with the highest satisfaction ratings for financial planning software

March 18, 2025

Key Takeaways from the March 2025 Kitces Report

The Kitces Report, “How Financial Planners Actually Do Financial Planning”, analyzes the state of the financial planning software market.

  • Industry Intel
1. The Technology That Independent Financial Advisors Actually Use And Like, The Kitces Report, Published 2025.
For Cetera Financial Professional use only. Not for use with the public.