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RightCapital is a comprehensive financial planning software platform designed for financial advisors, wealth managers, and registered investment advisors (RIAs). The platform helps advisors create dynamic, interactive financial plans for their clients covering retirement planning, tax optimization, investment analysis, insurance planning, estate planning, college planning, and business planning. RightCapital is known for combining powerful analytical capabilities with an intuitive, visually engaging client experience — making complex financial concepts easy for clients to understand through interactive charts, scenario comparisons, and personalized plan summaries.
What sets RightCapital apart from competitors like eMoney Advisor or MoneyGuidePro is its balance of depth and usability. The platform offers integrated tax analysis with year-by-year projections alongside Monte Carlo simulations, Roth conversion analysis, and equity location optimization — all in a modern interface that does not overwhelm clients. Advisors can toggle between goal-based and cash-flow-based planning views within the same plan, create beautiful visual summaries with the proprietary Blueprint and Snapshot features, and leverage the RightIntel firm intelligence tools to gain insights across their entire client base. The platform integrates with major custodians, CRM systems, and account aggregation services.
Key Features: Dynamic retirement planning with Monte Carlo simulations and stress testing and interactive projections that let clients visualize different retirement scenarios side by side, integrated tax planning with tax return analysis and Roth conversion modeling and equity location optimization and tax-efficient withdrawal strategies, Blueprint visual reports that display household net worth and goals and income and savings and expenses in interactive intuitive formats, Snapshot plan summaries that create personalized one-page plan overviews with charts and notes that can be shared via the client portal or exported as PDF, cash flow mapping that helps clients understand their income inflows and outflows for each year within a financial plan, asset allocation review with custom glide paths and diversification analysis and concentrated position identification, insurance planning tools for life and disability and long-term care analysis with gap identification, estate planning with trust modeling and beneficiary analysis and estate tax projection, college planning with 529 plan analysis and financial aid estimation and education cost projections, business planning tools for business owner clients including succession planning and entity comparison, secure client portal where clients can view their plans and upload documents and track progress between meetings, account aggregation that pulls in client account balances and holdings for real-time plan updates on Premium and higher plans, client-facing mobile app for on-the-go plan access, integrations with major CRMs like Salesforce and Redtail and Wealthbox and custodians like Schwab and Fidelity and TD Ameritrade, and RightIntel firm intelligence dashboard for analyzing trends and opportunities across the entire client base on Premium plans and above.
Pricing: RightCapital offers four pricing tiers. The Basic plan costs $149.95 per advisor per month and includes retirement planning, tax planning, insurance planning, investment planning, estate planning, business planning, college planning, Snapshot summaries, Blueprint visuals, secure document vault, lead generation tools, custom branding, client mobile app, CRM and custodian integrations, and phone email and chat support. The Premium plan costs $209.95 per advisor per month and adds account aggregation, budgeting, smart transaction categorization, Tax Analyzer, RightRisk risk assessment, RightIntel firm intelligence, and RightExpress prospecting tool. The Platinum plan costs $254.95 per advisor per month and adds team collaboration, custom asset classes, enhanced investment return parameters, firm-level assumptions and models, and RightFlows workflows. An Enterprise plan is available at custom pricing for larger firms with needs for consolidated licensing, API access, SSO, compliance tracking, and custom marketing materials.
Use Cases: Independent financial advisors and solo RIAs who need comprehensive planning software that covers retirement tax investment estate and insurance planning in a single platform with an engaging client experience, mid-size advisory firms that want to standardize their planning process across multiple advisors with firm-level controls and team collaboration features, financial advisors who specialize in tax planning and need integrated tools for Roth conversion analysis and tax-efficient withdrawal strategies and year-by-year tax projections, wealth managers who want to impress clients with interactive visual reports and professional plan summaries that make complex financial concepts accessible and actionable, financial advisors who work with business owner clients and need business succession planning and entity comparison tools alongside personal financial planning, and advisory firms looking to gain practice management insights through firm-level intelligence dashboards that identify trends opportunities and risks across their entire client base.
About
RightCapital is a comprehensive financial planning software platform designed for financial advisors, wealth managers, and registered investment advisors (RIAs). The platform helps advisors create dynamic, interactive financial plans for their clients covering retirement planning, tax optimization, investment analysis, insurance planning, estate planning, college planning, and business planning. RightCapital is known for combining powerful analytical capabilities with an intuitive, visually engaging client experience — making complex financial concepts easy for clients to understand through interactive charts, scenario comparisons, and personalized plan summaries.
What sets RightCapital apart from competitors like eMoney Advisor or MoneyGuidePro is its balance of depth and usability. The platform offers integrated tax analysis with year-by-year projections alongside Monte Carlo simulations, Roth conversion analysis, and equity location optimization — all in a modern interface that does not overwhelm clients. Advisors can toggle between goal-based and cash-flow-based planning views within the same plan, create beautiful visual summaries with the proprietary Blueprint and Snapshot features, and leverage the RightIntel firm intelligence tools to gain insights across their entire client base. The platform integrates with major custodians, CRM systems, and account aggregation services.
Key Features: Dynamic retirement planning with Monte Carlo simulations and stress testing and interactive projections that let clients visualize different retirement scenarios side by side, integrated tax planning with tax return analysis and Roth conversion modeling and equity location optimization and tax-efficient withdrawal strategies, Blueprint visual reports that display household net worth and goals and income and savings and expenses in interactive intuitive formats, Snapshot plan summaries that create personalized one-page plan overviews with charts and notes that can be shared via the client portal or exported as PDF, cash flow mapping that helps clients understand their income inflows and outflows for each year within a financial plan, asset allocation review with custom glide paths and diversification analysis and concentrated position identification, insurance planning tools for life and disability and long-term care analysis with gap identification, estate planning with trust modeling and beneficiary analysis and estate tax projection, college planning with 529 plan analysis and financial aid estimation and education cost projections, business planning tools for business owner clients including succession planning and entity comparison, secure client portal where clients can view their plans and upload documents and track progress between meetings, account aggregation that pulls in client account balances and holdings for real-time plan updates on Premium and higher plans, client-facing mobile app for on-the-go plan access, integrations with major CRMs like Salesforce and Redtail and Wealthbox and custodians like Schwab and Fidelity and TD Ameritrade, and RightIntel firm intelligence dashboard for analyzing trends and opportunities across the entire client base on Premium plans and above.
Pricing: RightCapital offers four pricing tiers. The Basic plan costs $149.95 per advisor per month and includes retirement planning, tax planning, insurance planning, investment planning, estate planning, business planning, college planning, Snapshot summaries, Blueprint visuals, secure document vault, lead generation tools, custom branding, client mobile app, CRM and custodian integrations, and phone email and chat support. The Premium plan costs $209.95 per advisor per month and adds account aggregation, budgeting, smart transaction categorization, Tax Analyzer, RightRisk risk assessment, RightIntel firm intelligence, and RightExpress prospecting tool. The Platinum plan costs $254.95 per advisor per month and adds team collaboration, custom asset classes, enhanced investment return parameters, firm-level assumptions and models, and RightFlows workflows. An Enterprise plan is available at custom pricing for larger firms with needs for consolidated licensing, API access, SSO, compliance tracking, and custom marketing materials.
Use Cases: Independent financial advisors and solo RIAs who need comprehensive planning software that covers retirement tax investment estate and insurance planning in a single platform with an engaging client experience, mid-size advisory firms that want to standardize their planning process across multiple advisors with firm-level controls and team collaboration features, financial advisors who specialize in tax planning and need integrated tools for Roth conversion analysis and tax-efficient withdrawal strategies and year-by-year tax projections, wealth managers who want to impress clients with interactive visual reports and professional plan summaries that make complex financial concepts accessible and actionable, financial advisors who work with business owner clients and need business succession planning and entity comparison tools alongside personal financial planning, and advisory firms looking to gain practice management insights through firm-level intelligence dashboards that identify trends opportunities and risks across their entire client base.