Flexible Pricing
Try RightCapital free for 14 days, and decide which option fits you best.
Basic
$139.95
Per advisor per month
Investment planning
Retirement planning
College planning
Insurance planning
Tax planning
Estate planning
Snapshot™ plan summaries
Blueprint™ visuals for financial life
Secure document vault
Client-facing mobile app
Lead generation
Custom branding
Integrations with CRM and custodians
Phone, email, and chat support
Premium
$179.95
Per advisor per month
All Basic features +
Account aggregation
Budgeting tools
Smart transaction categorization
RightRisk™ risk assessment
RightIntel™ business intelligence
1 assistant access for add’l fee*
Platinum
Let’s talk
Call us (888) 982-9596 Opt. 1
All Premium features +
Team collaboration
Custom asset classes
Enhanced investment return parameters
Firm-level assumptions & models
1+ assistant access for add'l fee*
All plans require an annual commitment for the first year.
*Assistant access is $35 per assistant per month.
For enterprise accounts of 50+ licenses or for information around our financial planning API solution, please contact us at (888) 982-9596 Opt. 1 or email
enterprise@rightcapital.com