News and Events
See what’s going on in RightCapital’s world.
Apr
2022

Altruist Partners With Its First Financial Planning Software, RightCapital

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Apr
2022

RightCapital Introduces the Snapshot Feature for Creating Personalized Plan Summaries

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Apr
2022

RIghtCapital Debuts One-Page Financial Plan Snapshot

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Feb
2022

AssetMark lets RightCapital sell financial planning software to its advisors - with data synching - despite just buying Voyant for $145 million

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Feb
2022

RightCapital Adds RightIntel™, Business Intelligence Feature Designed for Independent Financial Advisors

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Feb
2022

RightCapital Announces Integration with AssetMark, a Leading Wealth Management Platform

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Aug
2021

RightCapital is the 1st Comprehensive Financial Planning Software to Launch Dynamic Retirement Spending Strategies

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Apr
2021

RightCapital Financial Planning Software announces integration with Schwab Advisor Services' API Platform

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Mar
2021

RightCapital Partners with Broadridge to Enhance Enterprise-Level Offering

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Dec
2020

RightCapital Announces Integration within LPL Financial's ClientWorks Technology Platform

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Dec
2020

RightCapital is now an approved financial planning software for The O.N. Equity Sales Company (ONESCO) advisor network.

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Oct
2020

RightCapital and APEG partner to offer financial professionals planning tools and educational resources that increase efficiency and drive business growth.

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Sep
2020

RightCapital and Allianz Life Announce Partnership

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Apr
2020

Introducing the Wealth Access and RightCapital Integration

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Apr
2020

Introducing the Wealth Access and RightCapital Integration

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Feb
2020

RightCapital Introduces RightPay

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Dec
2019

Financial Services Association Adds New Member Benefit - RightCapital

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Oct
2019

Advyzon and RightCapital announce strategic partnership and deepen integration to enhance client experience

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Oct
2019

SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience

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Sep
2019

Panoramix and RightCapital Announce New Technology Integration

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Aug
2019

RightCapital Provides Right Tools for Financial Planning Students

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Aug
2019

Fintechs provide software to financial planning programs to grow future business

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Jun
2019

CircleBlack Announces RightCapital Has Integrated with Its Platform

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May
2019

Capitect and RightCapital Announce New Integration Connecting the Two Next-Generation Solutions

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May
2019

RightCapital Financial Planning Software Announces Integration with Morningstar

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Apr
2019

LPL Financial Adds RightCapital Financial Planning Software to its Vendor Affinity Program

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Mar
2019

RightCapital Financial Planning Software Announces Partnership with Independent Financial Group

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Feb
2019

How Shuang Chen vaulted his planning start-up by finding a ‘Goldilocks’ niche neither too light nor too heavy

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Feb
2019

2019 Best Tech Startups in Connecticut

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Jan
2019

RIA tech startup raises $3.7m in VC funding

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Jan
2019

RightCapital Nabs Pietro La Greca to Lead Enterprise Sales

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Nov
2018

Financial Planning Tech Firm RightCapital Partners With Commonwealth

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Nov
2018

RightCapital lands partnership with Commonwealth

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Nov
2018

RightCapital Partners with Commonwealth Financial Network® to Provide Financial Planning Solution

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Sep
2018

RightCapital Launches Native Mobile App to Help Advisors Meet Their Clients' Financial Planning Goals

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Sep
2018

RightCapital Partners With Betterment for Advisors to Boost RIA Tools

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Sep
2018

RightCapital announces strategic partnership with Betterment for Advisor.

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Aug
2018

InvestmentNews discusses how RightCapital helps advisors tackle Student Loan Repayment.

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Aug
2018

RightCapital Launches Innovative Student Loan Functionality.

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Dec
2017

Morningstar listed RightCapital as one of the Best Advisor Technology Tools for 2018.

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Dec
2017

RightCapital Announces Integration with Shareholders Service Group.

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Dec
2017

RightCapital Ends Second Year with Top User Rating Among Financial Advisors.

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Nov
2017

InvestmentNews reported RightCapital’s integration with Envestnet Tamarac.

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Nov
2017

RightCapital announced integration with Tamarac.

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Nov
2017

“RightCapital is Becoming a Real Contender in the Financial Planning Software Space” according to Technology Tools for Today.

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Oct
2017

RightCapital was named The Future of Financial Planning Software by Morningstar Advisor.

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Jul
2017

ThinkAdvisor reported Trust Company of America’s partnership with RightCapital.

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Jul
2017

Trust Company of America announced partnership with RightCapital.

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Jul
2017

RightCapital announced integration with BNY Mellon’s Albridge.

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Jun
2017

RightCapital won the Advisor Satisfaction Award from TD Ameritrade, achieving the highest satisfaction mark from TD advisors.

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Jun
2017

RightCapital secured $1.6 Million seed money, inked multiple enterprise deals.

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May
2017

XY Planning Network Announces Partnership With The RightCapital Financial Planning Platform.

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May
2017

Resources Investment Advisors, Inc. Announces Partnership with The RightCapital Financial Planning Platform.

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Mar
2017

RightCapital was included in the article the software financial advisers say they can’t do without by MarketWatch.

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Mar
2017

RightCapital added Interactive Brokers integration.

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Feb
2017

RightCapital rolled out Albridge integration.

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Feb
2017

Michael Kitces reports RightCapital financial planning software startup land its first enterprise deal.

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Jan
2017

RightCapital was selected a top technology for advisors and brokerages by Finovate.

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Jan
2017

RightCapital completed integration with First Clearing, Wells Fargo’s clearing service.

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Jan
2017

ThinkAdvisor covered RightCapital’s new enterprise solution and DOL solution.

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Jan
2017

RightCapital launched enterprise solution and inked deal with Parsonex Advisory Services.

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Jan
2017

InvestmentNews reported RightCapital’s partnership with Garrett Planning Network.

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Dec
2016

Michael Kitces reviewed RightCapital in his Weekend Reading for Financial Planners.

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Dec
2016

Bill Winterberg reported a favorable review on RightCapital.

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Nov
2016

Financial Planning reported that RightCapital debuted at its annual advisor technology survey with 2% market share, younger advisor base and higher AUM.

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Nov
2016

Financial Planning had published a favorable review on RightCapital by Joel Bruckenstein.

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Nov
2016

RightCapital launched Orion integration.

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Sep
2016

RightCapital participated the 2016 XY Planning Network’s annual conference in San Diego. RightCapital was among the finalists in its Advisor FinTech Competition.

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Sep
2016

RightCapital participated the FPA B.E. annual conference in Baltimore.

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Sep
2016

RightCapital and Riskalyze co-hosted a joint webinar to share information about technology, our integration, and “financial planning done just right”.

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Sep
2016

RightCapital was invited to present its new and innovative DOL solutions at the Finovate Fall 2016 event in NYC.

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Sep
2016

RightCapital announced integration with Wealthbox CRM.

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Aug
2016

InvestmentNews reported RightCapital among the finalists of XYPN Advisor FinTech Competition.

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Aug
2016

The Wall Street Journal covered RightCapital’s fundraising.

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Aug
2016

Financial Advisor magazine reported RightCapital’s fundraising.

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Jun
2016

RightCapital was selected to provide a Disrupt Demo at In|Vest 2016. This annual event was hosted by Sourcemedia in New York City. Only a selected few were chosen for the Disrupt Demo stage.

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Jun
2016

RightCapital and Black Diamond were integrated.

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May
2016

RightCapital and Blueleaf were integrated.

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Mar
2016

Michael Kitces provided a good summary of RightCapital’s capabilities in his article.

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Feb
2016

RightCapital became integrated with Charles Schwab.

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Jan
2016

RightCapital announced its first CRM integration with Redtail.

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Jan
2016

RightCapital completed integration with TD Ameritrade Veo platform.

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Oct
2015

RightCapital was profiled by tech reporter Allesandra Malito of InvestmentNews.

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Oct
2015

Shuang Chen wrote about RightCapital’s integration with Yodlee in Yodlee blog.

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