Make financial planning a breeze
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism.
Modern features for today's financial advisors
Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality.
Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way they'll truly understand.
Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success.
Incorporate risk assessment as part of your holistic financial planning process. Show how each client household's risk score relates to their investment strategies and probability of success.
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Advisor success stories
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.
Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.
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.
Beautiful, intuitive financial plans
Create personalized plan summaries with charts and notes in a snap. Share Snapshots with clients from the secure client portal or as a PDF.
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Organize household net worth; goals; and income, savings and expenses using interactive, intuitive visuals.
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Help clients easily understand where their cash is coming and going for each year within a plan.
Why advisors love RightCapital
