Flexible Pricing
Try RightCapital free for 14 days, and decide which option fits you best.
Retirement planning
Tax planning
Insurance planning
Snapshot™ plan summaries
Blueprint™ visuals for financial life
Investment planning
Estate planning
Advanced business planning
College planning
Secure document vault
Lead generation
Custom branding
Client-facing mobile app
40+ integrations
Smart Import™ & OCR tools
Live support: Phone, email, and chat
All Basic features +
Account aggregation
Budgeting tools
Smart transaction tagging
Tax Analyzer
RightIntel® firm intelligence
Iris™ AI planning agent
RightRisk™ risk assessment
RightExpress™ prospecting
1 assistant access for additional fee*
All Premium features +
Team collaboration
Custom asset classes
Enhanced investment return parameter settings
Firm-level assumptions and data models
RightFlows® workflows
1+ assistant access for additional fee*
Customize your offering +
Firm-level insights
Unified licensing and billing
API access
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.