Flexible Pricing

Try RightCapital free for 14 days, and decide which option fits you best.

Per advisor per month
Investment planning
Retirement planning
College planning
Insurance planning
Tax planning
Personalized plan Snapshots
Secure document vault
Client-facing mobile app
Lead generation
Custom branding
Integrations with CRM and custodians
Phone, email, and chat support
Per advisor per month
All Basic features +
Account aggregation
Budgeting tools
Smart transaction categorization
RightIntel business intelligence analytics
Let’s talk
Call us (888) 982-9596 Opt. 1
All Premium features +
Team collaboration
Assistant access
Custom asset classes
Enhanced investment return parameters

*All plans are billed monthly with an annual commitment.

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