RightCapital Financial Planning Software

The Right Way to Do Financial Planning

RightCapital provides financial professionals with interactive, easy-to-use technology and flexible planning tools to grow their business. Our powerful platform and user-friendly interface helps advisors simplify the financial planning experience for their clients.

Differentiate your practice with RightCapital:

  • Interactive Retirement Planning
  • Innovative Tax-Efficient Distribution Strategies
  • Social Security Optimization
  • Budgeting and Debt Management Tools
  • Simplified Digital Client Onboarding, User-Friendly Portal, and Mobile App
  • RightPay Integrated Fee-Collection Service

Download the RightCapital QuickGuide today to see how RightCapital can help streamline operations, build stronger client relationships, and provide significant business growth!

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About RightCapital

RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.

Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional’s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.

RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today’s financial professionals demand. For more information, please visit www.rightcapital.com.