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

Quote from 2025 T3/Inside Information Advisor Software Survey, "RightCapital is drawing more attention than the two programs ahead of it in market share."
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2025 T3/Inside Information Software Survey: Top 5 Takeaways

This year marked the ninth time RightCapital has appeared in the T3/Inside Information Advisor Software Survey.

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RightCapital’s Top Product Features & Enhancements of 2023

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7 Differences Between RightCapital and eMoney in 2025

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

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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.