Financial planning software done right
Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently
Intuitive planning tools for modern 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 connect tax return data to clients' financial plans, uncover savings, and clearly demonstrate the impact of strategies like Roth conversions and tax-efficient withdrawals.
Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different scenarios 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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How advisors use RightCapital to grow
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.
Communicate plans clearly to clients
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.
Interact with clients through an intuitive portal or mobile app. Send updates in real-time, assign tasks, and upload documents so clients stay engaged and informed.
