Flexible Pricing
Try RightCapital free for 14 days, and decide which option fits you best.
Basic
$124.95
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
Premium
$149.95
Per advisor per month
All Basic features +
Account aggregation
Budgeting tools
Smart transaction categorization
RightIntel business intelligence analytics
Platinum
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
enterprise@rightcapital.com