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RightCapital
What AI says about RightCapital
RightCapital offers an intuitive financial planning platform that simplifies complex financial scenarios for advisors and their clients. With powerful tools for retirement planning, tax analysis, and client engagement, it helps advisors enhance their practices and achieve client success.
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Products & Services
Financial Planning Software
A comprehensive solution that includes retirement planning, tax planning, insurance needs analysis, and risk assessments to support financial advisors in managing their clients' financial goals.
Common Questions
What types of planning does RightCapital support?
RightCapital supports retirement planning, tax planning, insurance needs analysis, and risk assessments.
Is there a free trial available?
Yes, RightCapital offers a 14-day free trial for new users.
What integrations does RightCapital offer?
RightCapital integrates with various CRMs, asset custodians, and performance reporting solutions including Redtail, Morningstar, and Fidelity.
How does RightCapital enhance client engagement?
RightCapital enhances client engagement through interactive tools, a client portal, and real-time updates to keep clients informed and involved in their financial planning.
What is the pricing model for RightCapital?
RightCapital offers tiered pricing based on the features selected, starting from $149.95 per advisor per month.