RightPay® takes the headache out of getting paid
Add RightPay to your subscription to forget about processing tedious invoices and chasing checks!
Collect financial planning fees directly from your clients
Easily invoice clients by creating
subscription plans and/or one-time
invoices.
Clients can log in to the
RightCapital portal, review and
approve invoices, and pay.
Funds are sent directly to your
bank account within days!
Easy fee collection
Add RightPay to your RightCapital subscription to make client billing easy! Simply create subscription plans and/or one-time invoices to charge clients. You can review and track the payment status and see the payments come through!
Flexible payment options
Choose the option that suits each client best: one-time, monthly, quarterly, or semi-annually.
Seamless client experience
Clients have one portal where they can log in to pay their financial planning fees and access their financial planning information, making it easy for them to see the value they are paying for!
Let's get planning!