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RightCapital
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial planning solution
Table of Contents
RightCapital - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
RightCapital overview
What is RightCapital?
RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.
With RightCapital, financial advisors can gain a real-time overview of their clients’ financial assets for budgeting. The inbuilt tax distribution strategies, such as Roth conversion, allow representatives to analyze financial affairs and execute tax savings accordingly. The digital client onboarding feature enables clients to access a client portal to handle financial plans and payments, submit fees, approve invoices, and more. Also, the social security optimization feature lets advisors demonstrate social security benefits to clients and suggest solutions that will augment the social security income.
The RightCapital’s client-facing mobile app for Android and iOS allows advisors to let managers gain insights into financial plans, account balance, budget, and more, even from remote locations. It integrates with a range of third-party CRM, performance reporting, and risk tolerance applications such as SmartOffice, Redtail, Wealthbox, AssetBook, Orion, FinFolio, Tamarac, TD Ameritrade, Riskalyze, and more.
RightCapital’s user interface
RightCapital reviews
Overall rating
4.7
/5
3
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend1.00/10
5
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RightCapital's key features
Most critical features, based on insights from RightCapital users:
All RightCapital features
Features rating:
RightCapital alternatives
RightCapital
Starting from
124.95
/user
Per month
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PayPal
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RightCapital pricing
Value for money rating:
Starting from
124.95
/user
Per month
User opinions about RightCapital price and value
Value for money rating:
RightCapital integrations (2)
Integrations rated by users
We looked at 3 user reviews to identify which products are mentioned as RightCapital integrations and how users feel about them.
Integration rating: 3.0 (1)
Other top integrations
RightCapital support options
Typical customers
Platforms supported
Support options
RightCapital FAQs
Q. Does RightCapital support mobile devices?
RightCapital supports the following devices:
iPhone, Android
Q. What level of support does RightCapital offer?
RightCapital offers the following support options:
Email/Help Desk, Phone Support, Chat