AI TOOL PROFILE
RightCapital Financial Planning Software
- Finance and Accounting
- Financial Planning
- Financial Advisors
- Registered Investment Advisors (RIAs)
- Wealth Management Firms
Pricing
Plans start at $149.95 per advisor per month for the Basic tier, with Premium at $209.95 and Platinum at $254.95. A 14-day free trial is available.
At a glance
- Best for
- Financial Advisors, Registered Investment Advisors (RIAs), Wealth Management Firms
- Key use cases
- Retirement Projection, Tax Strategy Planning, Client Prospecting, Estate and Insurance Analysis
- Integrations
- Fidelity, Schwab, LPL Financial, Interactive Brokers, Redtail
- Official website
- Visit rightcapital official website
How AI is used
RightCapital is a financial planning platform designed for financial advisors and Registered Investment Advisors (RIAs). It provides a suite of tools to help advisors model retirement, tax strategies, and estate planning for their clients.
The software emphasizes the presentation of data, using visual tools to help clients understand net worth and cash flow. It includes modules for tax analysis and risk assessment to support financial guidance.
Buyers should confirm which pricing tier aligns with their needs, as features like account aggregation and prospecting tools are available in higher-priced plans. Additionally, advisors should verify that their specific custodians and CRM tools are among the supported integrations.
Key Features
Smart Import™
Uses AI to support automated data entry during the client onboarding process.
Snapshot™
Generates one-page personalized plan summaries with charts and notes.
Blueprint™
Creates visual representations of household net worth, goals, income, and expenses.
Tax Analyzer
Helps identify tax savings opportunities and model Roth conversions and tax-efficient withdrawals.
RightRisk™
Provides customizable risk questionnaires to assess client risk tolerance.
Client Portal and Mobile App
Allows clients to track budgets, upload documents to a secure vault, and view updates in real time.
Use Cases
Retirement Projection
Using Monte Carlo simulations and stress tests to model retirement scenarios for clients.
Tax Strategy Planning
Evaluating asset location and modeling the impact of Roth conversions to identify potential tax savings.
Client Prospecting
Using the RightExpress™ tool to support the process of attracting new clients.
Estate and Insurance Analysis
Modeling trust proposals and analyzing life, disability, and long-term care insurance needs.
Integrations
- Fidelity
- Schwab
- LPL Financial
- Interactive Brokers
- Redtail
- Wealthbox
- SmartOffice
- Morningstar
- Nitrogen
- Addepar
- Black Diamond
FAQ
Who is RightCapital designed for?
- RightCapital is designed for financial advisors and Registered Investment Advisors (RIAs).
What is the cost of RightCapital?
- Pricing starts at $149.95 per advisor per month for the Basic plan, with Premium and Platinum tiers available at higher price points.
Does RightCapital offer a free trial?
- Yes, the software offers a 14-day free trial.
What is Smart Import™?
- Smart Import™ is an AI-powered feature designed to support automated data entry during client onboarding.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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