Easy-to-use software with powerful features to simplify planning
Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.
Give clients confidence in their financial future with dynamic retirement projections. Explore scenarios with Monte Carlo simulations, use interactive visuals to highlight projections and market shifts, and instantly compare plans side-by-side.
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.
Transform Complex Data into Engaging Visuals
Investment data seamlessly populates through custodian Integrations, review asset allocation and analyze portfolio concentration to identify opportunities.
Use customizable risk questionnaires to align client portfolios with identified risk tolerance – enhance financial security and build trust with clear, data-backed insights.
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Support clients that own businesses by modeling out those businesses into their financial plan. Input key data on the business, model cash flows, monitor assets and liabilities, and identify long-term planning opportunities.
Guide clients through key decisions with tools like Social Security optimization, enhanced annuity modeling, and Medicare planning. Help them maximize income, balance longevity risks, and navigate healthcare costs for a confident retirement.
Ensure a smooth transfer of wealth and client legacies are preserved with advanced estate planning tools, including trusts. Add life insurance, disability, and long-term care modeling to build lasting client confidence in the future.
Help the next generation of clients achieve their goals and manage their finances with tools for tracking budgets, managing debt, and planning student loan repayment.
Automated data entry and account aggregation simplifies client onboarding, making it easy to link bank accounts, credit cards, and investments. RightCapital's extensive list of Integrations ensures a smooth workflow across your entire tech stack.
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Provide real-time updates and engage clients from anywhere with an intuitive portal and mobile app. Clients can see net worth, track monthly budget and edit transactions, upload documents to the secure Vault and much more.
RightPay® simplifies fee collection and improves cash flow by offering a flexible and fully integrated billing experience, allowing tailored subscription plans or one-time invoices.
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