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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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.