RightCapital Financial Advisor Blog

We wouldn’t want you to feel rushed during your free trial of RightCapital, so we pulled together a quick guide of how we’d recommend getting to know our financial planning software during that time period.

Medicare open enrollment begins on October 15th and runs through December 7th. Find out how RightCapital can help you guide your clients to make the necessary decisions.

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY continue to choose RightCapital.

A tech-savvy advisor quickly realized how RightCapital enables him to better serve his clients, while consolidating his in-house tech stack. Pivoting to RightCapital unlocked a savings of $8,400 for this advisor.

RightCapital’s business intelligence feature, RightIntel, can help you identify additional opportunities to deliver value to your clients so you can focus on the action.

Here are RightCapital's biggest enhancements over the last three months, including the introduction of a fully integrated risk assessment module, custom vesting schedules, and more:

Learn about the limitations of static, inflation-adjusted retirement spending strategies and explore more flexible options such as staged spending, retirement spending smile, and dynamic retirement spending strategies that automatically respond to unpredictable markets.

The decision on which financial planning software to use with your practice can be a tough one. Two of the leaders in the industry are RightCapital and MoneyGuidePro. Let’s take a look at the differences between them.

RightCapital hosted a recent webinar detailing how financial advisors can elevate client engagement. Here is a roundup of the key takeaways and some bonus suggestions!

By incorporating tax planning, advisors can elevate their practices while curbing the tax liabilities of their clients through astute tax-friendly strategies. This article explores the tactics used by two real financial advisors in client conversations.

Darin Tuttle, founder and Chief Investment Officer of Tuttle Ventures, had used several financial planning platforms in the past but had found it challenging to present plans during client meetings.

This year marked the eighth time RightCapital has appeared in the results of the T3/Inside Information Advisor Software Survey. Here, we reflect on what has changed and what has remained the same.

Leveraging RightCapital, the Optima Capital Management team has crafted hundreds of financial plans for clients and prospects, and impressively achieved an AUM of $75 million in just a few years.

We’re still riding high on summer updates such as enhancements to the Tasks module and a new tax-filing status, as well as being named a “standout” with the highest satisfaction rating (again!) in the latest Kitces Report.

Nicole Burdick was an eMoney user and transitioned to RightCapital when establishing her own firm. Nicole was looking for a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.

Advisor Scott Frey switched to RightCapital from MoneyGuidePro and found more time to effect change, an easy transition, increased engagement, more trust from clients, less “technical overhead”, and collaboration and trust with the software.

It's that time of year again. Here's a recap of what RightCapital has been up to over the past quarter including visualizations of client inflows and outflows, budget module overhaul, and investment module enhancements.

Bonnie Maize of Maize Financial uses flexible, affordable, easy-to-understand, and collaborative technology to provide access to quality financial planning services to all.

Assessing your clients' insurance needs can protect their financial well-being and ensure long-term stability for loved ones.

We spoke with Green Era Financial about the decision and process of moving their clients from eMoney to RightCapital and what they would recommend for other advisors.

Earlier this year, we held a webinar “Divorce and Its Impact on Clients” with Carol Lee Roberts, CFP®, CDFA®, President, Institute for Divorce Financial Analysts (IDFA). Your clients may require extra support during this transitional—and often transformational—time in their lives.

In our latest mobile app release, RightCapital has redesigned the Dashboard, Budget, and Tasks modules, plus—by popular demand—added the secure Vault document storage.

We sat down with Matt Kansy, RD, CPT to discuss how financial advisors can “Lower Stress and Become More Resilient”.

Learn some tips and tricks to ramp up your personalized plan summaries within the RightCapital Snapshot feature, such as creating templates and adding text boxes.

When members of your tech stack play well with others, life as an advisor becomes easier. Make sure the financial planning software you choose integrates with at least a couple of your favorite software programs.

In case you’re not caught up (totally understandable), we’ve summarized 10 of our favorite things advisors can now do, with RightCapital platform updates made last year.

Conceptualization is the first step in making dreams come true. If you can’t visualize it, the chances of attaining it are slim. You may have tried to communicate this to clients. In this exercise, we’d like for you as an advisor to imagine what your retirement looks like.

Discover improvements and enhancements to our financial planning software from Q3 2022, including our popular Blueprint visual feature, notification center, new Snapshot widgets, and more!

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

Kyle Moore, CFP®, the founder of Quarry Hill Advisors, started his practice to make a difference for his clients. Little did he know that his choice of RightCapital financial planning software would make a $30M difference for his practice in just one year!

If your financial planning software doesn’t have a good way to account for this burden and to determine payment solutions for your clients, you may want to look around and find a software that allows you to do the following:

Ted Denbow, VP/Head of Sales, walked through a case study showing how advisors can address these important services easily within RightCapital’s financial planning software, services that 4/10 RIAs are not offering.

We wanted to fill you in on our favorite updates from the last three months, such as additional flexibility for Roth conversions, firm-wide assumptions, increased trust-planning capabilities, and more!

We’ve come up with a few tips to communicate effectively with clients during volatile markets to help alleviate any anxiety.

Time is of the essence and it seems each day even more distractions pop up. Below are some suggestions as to how you can save time and increase productivity.

Provide prospects who are approaching retirement or already retired with a new view on how different retirement distribution strategies could save them thousands or more in taxes!

The RightCapital software is fully customizable so you can truly make it your own! Use our platform to provide your clients with a personalized experience that will always bring them back to you.

46 million Americans know they need a plan to pay off their debt, but many aren’t sure how to get started and are left feeling overwhelmed and confused. Here are three steps for helping them tackle student loan debt repayment.

Learn how to migrate all of your client data, get your clients acclimated to something new, and make sure you’re in your comfort zone.

If you’re not already tapped into the Millennial market, we’ve got some tips on features you’ll want to make sure your financial planning software has to best manage this generation’s needs.

The goal of financial planning software is to maximize the success of your clients and to help them understand the purpose of the plan you set forth.

Our client portal is interactive, but advisors have the flexibility to decide which features their clients can view and edit. You’re still the advisor, but your client will gain confidence and trust by being a part of the journey. If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.

A roundup of our Top 10 Product Features & Enhancements of 2021 including Dynamic Retirement Spending Strategies, RightIntel Business Intelligence Dashboard, and more!

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

On June 30th expanded Regulation Best Interest (Reg BI) rules take full effect. The regulation is designed to provide an additional layer of care and concern for ‘retail customers’ of financial professionals. More simply put, the best interests of your client must come first at all times.

Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.

Learn how Meg Bartelt, CFP®, MSFP uses financial planning to change lives with RightCapital financial planning software and the services she provides.

It’s never too early to talk to your clients about retirement and long term financial goals. Here are 4 social security questions to review with your clients!

Learn how Katie Brewer CFP® started Your Richest Life and how she uses technology to provide personalized financial planning services virtually to Gen X/Y clients.

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in

RightCapital compares how banks and life insurance companies identify and manage risk for clients and how financial planners can use those methods.