RightCapital Financial Advisor Blog

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

Jim Carlson uses a technology-forward onboarding process to take clients from signing a client agreement to making sure they can begin the planning process.

Here are the latest enhancements to RightCapital, including one-click tax strategies, onboarding templates, and improvements to our risk assessment tool:

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:

Currently, RightCapital offers three subscription tiers, each progressively more advanced: Basic, Premium, and Platinum. But what's the difference between them all?

We understand that making a decision about which financial planning software is right for your practice is a big one. eMoney and RightCapital are both leaders in the financial planning software category. Let’s dig into what makes them different.

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!

When Brooke Martinez became an independent planner with Western Wealth Management, she took her time researching different financial planning tools and ultimately decided on RightCapital because of a few “non-negotiables”.

From RightFlows™, an industry-first workflow tool, to feature enhancements such as state estate tax calculations and budget category templates, let’s dive into the substantial upgrades that marked an exciting start to the year:

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.

In 2023, there were more than 60 updates that help advisors visualize cash inflows and outflows with Cash Flow Maps, stay organized with a major Tasks enhancement, maintain order of shared documents with Vault updates, and more.

We spoke with short-form video superstars Nick Meyer, CFP®, and Nate Hoskin, CFP® of N2 Content Marketing about how financial advisors can get started on this important marketing effort with just a few ideas, their phones, and good lighting.

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.

Jonny West, CFP®, of Better Planning, Better Life, was looking to maximize his impact with clients. He now calls RightCapital “the most critical tool” to show clients what kind of lives are possible.

The Kitces team has once again delivered fresh, insightful advisor tech benchmarks in the August 2023 study, “The Technology That Independent Financial Advisors Actually Use And Like.”

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

Anthony Ferraiolo is a financial advisor passionate about sharing his financial planning ideas and insights. Here he shares his views on RightCapital and why he switched over from the software he was using while looking for a client-focused solution.

A Roth Conversion strategy can reduce clients’ taxes during retirement and add more tax-free assets to a client’s estate. The concept can almost seem too good to be true, so being able to demonstrate your proposed plan to clients in a way they understand is vital.

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.

So far this year, RightCapital updates have arrived as quickly as ChatGPT think pieces on LinkedIn. Catch up on what we’ve been doing over the last three months:

We spoke with two advisors with ultra-specific and unique niches to learn how they established their practices and what advice they have for others.

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.

In November 2022, fpPathfinder and RightCapital held a panel with advisors Mike Zung and Travis Gatzemeier who explained how they used visuals within their financial planning practices.

The latest Kitces Report, “How Financial Planners Actually Do Financial Planning (2023)”, released in January of 2023, analyzes the current state of the financial planning software market.

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.

RightCapital has adaptive technology to help advisors show clients what will happen to their retirement income when laws change

In 2010, the Social Security Administration (SSA) released a report titled “The Future Financial Status of the Social Security Program.” The report states that “benefits are now expected to be payable in full on a timely basis until 2037, when the trust fund reserves are projected to become exhausted.”

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!

Investopedia’s list of 100 Top Financial Advisors of 2022 was released last month and we were so excited to see that 23 of the advisors on the list are using RightCapital to make financial planning a breeze.

Watch Ted Denbow, VP, Head of Sales demonstrate a case study about pre-retirees asking five questions about their financial futures that advisors hear most from clients.

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!

Mazzarella was searching for a software that was easy to understand from the client perspective but which also offered enough tools from an advisor’s perspective—something he hadn’t yet found on the market.

We sat down with a long-time friend of RightCapital, Matt Fortney in Shelton, Connecticut to discuss how he has been using our financial planning software for the last four years.

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!

Are you on the lookout for a new financial planning software? Or perhaps looking to use one for the first time? Software can be a commitment and we want you to feel confident in your decision.

With RightCapital, advisors can choose from cash flow, goals-based, or a “secret sauce” third option of modified cash-flow.

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.

Here at RightCapital, we aim to set you up for success, so we offer plenty of free training opportunities, including our weekly interactive webinars.

Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.

We wouldn’t want you to feel rushed during your 14-day 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.

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.

Having a social media presence for your advisory practice is a necessity these days. Here are some easy tips on how you can master social media, once and for all.

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.

Having a social media presence for your advisory practice is a necessity these days.

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 to explain how the Tax Cut and Jobs Act affect your clients and provide appropriate solutions.

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.