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*
Enterprise
Contact Sales
Coordinate work across teams
Customize your offering +
Firm-level insights
Consolidated licensing and billing
API access
SSO option
Firm-level templates
Custom marketing material
Firm-level controls
Compliance tracking
Consolidated billing is available for groups with 10+ advisor licenses.
All plans require an annual commitment for the first year.
*Assistant access is $40 per assistant per month.