RightCapital
By RightCapital
Simulation Software
Onetime(Perpetual License)
About
RightCapital's innovative financial planning solution allows financial advisors to differentiate their value for more clients by helping them understand how prepared they are for retirement using interactive tools. Advisors can compare multiple scenarios, illustrate stress tests, and more to show their clients the benefit of a smart tax strategy. With RightCapital, advisors can illustrate optimal withdrawal strategies including Roth conversions and show clients the impact of their decision on when to start receiving Social Security benefits.
Key Features
- ✓ Onboarding
- ✓ Budgeting
- ✓ General Ledger
- ✓ Cash Management
Screenshots
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Pricing
BASIC
USD125/User/Month
- Investment planning
- Retirement planning
- College planning
- Insurance planning
- Tax planning
- Secure document vault
- Client-facing mobile app
- Lead generation
- Custom branding
- Integrations with CRM and custodians
- Phone
- and chat support
- Investment planning
- Retirement planning
- College planning
- Insurance planning
- Tax planning
- Secure document vault
- Client-facing mobile app
- Lead generation
- Custom branding
- Integrations with CRM and custodians
- Phone
- and chat support
PREMIUM
USD150/User/Month
- Includes the features of Basic plan
- plus
- Account Aggregation
- Budget
- Smart transaction categorization
- Includes the features of Basic plan
- plus
- Account Aggregation
- Budget
- Smart transaction categorization
PLATINUM
USD0
- Includes the features of Premium plan
- plus
- Team collaboration
- Assistant Access
- Custom asset classes
- Enhanced investment return parameters
- Includes the features of Premium plan
- plus
- Team collaboration
- Assistant Access
- Custom asset classes
- Enhanced investment return parameters
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Frequently Asked Questions
How much does RightCapital cost?
▼
RightCapital offers 3 pricing plan(s):
- BASIC — USD124.95 /User/Month
- PREMIUM — USD149.95 /User/Month
- PLATINUM — USD0.00
What is RightCapital used for?
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RightCapital is a Simulation Software solution. Top features include:
- Onboarding
- Budgeting
- General Ledger
- Cash Management
Does RightCapital offer a free trial?
▼
Yes, RightCapital offers a 0-day free trial.
What support does RightCapital provide?
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RightCapital provides Online (Ticket) support.
Is RightCapital cloud-based or on-premise?
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RightCapital is Cloud Hosted software.
What training resources does RightCapital offer?
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RightCapital provides Help Guides,Video Guides,Blogs for training.
