RightCapital - 2024 Pricing, Features, Reviews, & Alternatives

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.