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Advisor Success Stories

Hear how advisors use RightCapital to make financial planning a breeze.


Maintaining 100% Client Retention Rate

Matt Fortney’s practice has maintained a 100% retention rate with all clients who have worked on a plan with them through RightCapital over the last 4+ years.

Tax-Efficient Strategies to Win Clients

Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.

Starting a New RIA with RightCapital

When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.

Maggie Johndrow of Johndrow Wealth Management sitting at a table in an office
Helping Clients Make the Right Choices

Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.