Flexible Pricing
Try RightCapital free for 14 days, and decide which option fits you best.
Basic
$149.95
Per advisor per month
Retirement planning
Tax planning
Insurance planning
Snapshot™ plan summaries
Blueprint™ visuals for financial life
Investment planning
Estate planning
Business planning
College planning
Secure document vault
Lead generation
Custom branding
Client-facing mobile app
Integrations with CRM and custodians
Phone, email, and chat support
Premium
$209.95
Per advisor per month
All Basic features +
Account aggregation
Budgeting
Smart transaction categorization
Tax Analyzer
RightRisk™ risk assessment
RightIntel® firm intelligence
RightExpress™ prospecting tool
1 assistant access for add’l fee*
Platinum
$254.95
Per advisor per month
All Premium features +
Team collaboration
Custom asset classes
Enhanced investment return parameters
Firm-level assumptions & models
RightFlows® workflows
1+ assistant access for add’l fee*
All plans require an annual commitment for the first year.
*Assistant access is $40 per assistant per month.
For enterprise accounts of 50+ licenses or for information around our financial planning API solution, please contact us at (888) 982-9596 Opt. 1 or email
enterprise@rightcapital.com