Easily invoice clients by creating
subscription plans and/or one-time
Clients can log in to the
RightCapital portal, review and
approve invoices, and pay.
Funds are sent directly to your
bank account within days!
Add RightPay to your RightCapital subscription to make client billing easy! Simply create subscription plans and/or one-time invoices to charge clients. You can review and track the payment status and see the payments come through!
Choose the option that suits each client best: one-time, monthly, quarterly, or semi-annually.
Clients have one portal where they can log in to pay their financial planning fees and access their financial planning information, making it easy for them to see the value they are paying for!