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
Estate planning
Snapshot™ plan summaries
Blueprint™ visuals for financial life
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
RightRisk™ risk assessment
RightIntel™ business intelligence
1 assistant access for add’l fee*
Let’s talk
Call us (888) 982-9596 Opt. 1
All Premium features +
Team collaboration
Custom asset classes
Enhanced investment return parameters
Firm-level assumptions & models
1+ assistant access for add'l fee*

All plans require an annual commitment for the first year.

*Assistant access is $35 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