News and Events

RightCapital claims industry first with AI agent for financial planning

RightCapital Launches Iris(TM), the First Planning-Focused AI Agent Designed to Transform the Financial Planning Process

RightCapital's AI document extraction is the latest 'incumbent' AI tool threatening standalone providers

Introducing Smart Import(TM), RightCapital's Revolutionary AI-Powered Tool to Reduce the Time to Manually Input Plan Data by 70%

Kestra Strengthens Advanced Planning Capabilities With Executive Hire And RightCapital Deal

Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership

Zocks and RightCapital Announce AI-Powered Integration to Accelerate Time to Advice

RightCapital makes a run at eMoney and MoneyGuidePro with a new tool to bypass the pain of back-office data entry, but one rival says been there, done that, so bring it on

RightCapital Introduces Tool To Help Advisors Leave Competitor eMoney Advisor

RightCapital Unveils Cutting-Edge OCR Solution to Automate Financial Plan Transitions from the eMoney Platform to RightCapital

RightCapital Launches Advanced Business Planning Features, Enabling Advisors to Deliver Expanded Value and Clarity to Business Owners

Your Retirement Plan is Missing This One Thing

RightCapital Launches RightExpress™: A Transformative Way for Advisors to Deliver Focused, Actionable Plans to Prospects

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

RightCapital Introduces Tax Analyzer, OCR Technology to Read Tax Returns in Seconds and Identify Tax-Smart Opportunities

RightCapital and MaxMyInterest forge data integration partnership

RightCapital Announces Tax Strategy Module, Generating Optimal Tax-Adjusted Portfolio Values with One-Click

Flourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data

RightCapital Launches Integrated Risk Tolerance Tool

RightCapital Adds RightRisk™ to its Financial Planning Platform to Simplify How Financial Advisors Optimize Risk Tolerance and Risk Capacity

RightCapital Introduces RightFlows™, the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration

RightCapital Announces Integration with Apex Advisor Solutions

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

How advisors are taking advantage of wealthtech's AI enthusiasm

RightCapital triples market share as eMoney and Envestnet stagnate

RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration

RightCapital Adds SECURE Act 2.0 Updates

5 Steps to Ensure Your Tech Stack Effectively Serves Today's Clients

RightCapital Introduces Blueprint Data Visualization Features

RightCapital Introduces the Blueprint™ Feature for Visualizing a Client’s Financial Life

Altruist Partners With Its First Financial Planning Software, RightCapital

RightCapital Introduces the Snapshot Feature for Creating Personalized Plan Summaries

RightCapital Debuts One-Page Financial Plan Snapshot

AssetMark lets RightCapital sell financial planning software to its advisors - with data synching - despite just buying Voyant for $145 million

RightCapital Adds RightIntel™, Business Intelligence Feature Designed for Independent Financial Advisors

RightCapital Announces Integration with AssetMark, a Leading Wealth Management Platform

RightCapital is the 1st Comprehensive Financial Planning Software to Launch Dynamic Retirement Spending Strategies

RightCapital Financial Planning Software announces integration with Schwab Advisor Services' API Platform

RightCapital Partners with Broadridge to Enhance Enterprise-Level Offering

RightCapital Announces Integration within LPL Financial's ClientWorks Technology Platform

RightCapital is now an approved financial planning software for The O.N. Equity Sales Company (ONESCO) advisor network.

RightCapital and APEG partner to offer financial professionals planning tools and educational resources that increase efficiency and drive business growth.

RightCapital and Allianz Life Announce Partnership

Introducing the Wealth Access and RightCapital Integration

Introducing the Wealth Access and RightCapital Integration

RightCapital Introduces RightPay

Financial Services Association Adds New Member Benefit - RightCapital

Advyzon and RightCapital announce strategic partnership and deepen integration to enhance client experience

SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience

Panoramix and RightCapital Announce New Technology Integration

RightCapital Provides Right Tools for Financial Planning Students

CircleBlack Announces RightCapital Has Integrated with Its Platform

Capitect and RightCapital Announce New Integration Connecting the Two Next-Generation Solutions

RightCapital Financial Planning Software Announces Integration with Morningstar

LPL Financial Adds RightCapital Financial Planning Software to its Vendor Affinity Program

RightCapital Financial Planning Software Announces Partnership with Independent Financial Group

How Shuang Chen vaulted his planning start-up by finding a ‘Goldilocks’ niche neither too light nor too heavy

Financial Planning Tech Firm RightCapital Partners With Commonwealth

RightCapital Partners with Commonwealth Financial Network® to Provide Financial Planning Solution

RightCapital Launches Native Mobile App to Help Advisors Meet Their Clients' Financial Planning Goals

RightCapital Partners With Betterment for Advisors to Boost RIA Tools

RightCapital announces strategic partnership with Betterment for Advisor.

RightCapital Ends Second Year with Top User Rating Among Financial Advisors.

RightCapital announced integration with Tamarac.

“RightCapital is Becoming a Real Contender in the Financial Planning Software Space” according to Technology Tools for Today.

ThinkAdvisor reported Trust Company of America’s partnership with RightCapital.

Trust Company of America announced partnership with RightCapital.

RightCapital announced integration with BNY Mellon’s Albridge.

RightCapital secured $1.6 Million seed money, inked multiple enterprise deals.

RightCapital was included in the article the software financial advisers say they can’t do without by MarketWatch.

Michael Kitces reports RightCapital financial planning software startup land its first enterprise deal.

RightCapital was selected a top technology for advisors and brokerages by Finovate.

ThinkAdvisor covered RightCapital’s new enterprise solution and DOL solution.

Michael Kitces reviewed RightCapital in his Weekend Reading for Financial Planners.

Bill Winterberg reported a favorable review on RightCapital.

Financial Planning reported that RightCapital debuted at its annual advisor technology survey with 2% market share, younger advisor base and higher AUM.

Financial Planning had published a favorable review on RightCapital by Joel Bruckenstein.

The Wall Street Journal covered RightCapital’s fundraising.

Financial Advisor magazine reported RightCapital’s fundraising.

Michael Kitces provided a good summary of RightCapital’s capabilities in his article.

RightCapital was profiled by tech reporter Allesandra Malito of InvestmentNews.

Financial Planning magazine published a comprehensive review on RightCapital by Joel Bruckenstein.

RightCapital was reported by Bill Winterberg as a financial planning solution that deserve a spot on your radar screen.

RightCapital launched next generation financial planning solution.