RightCapital Reviews & Product Details

RightCapital Overview

What is RightCapital?

RightCapital is a financial and tax planning software solution.

RightCapital Details
Languages Supported
English
Product Description

RightCapital is a financial and tax planning software solution.


Seller Details
Seller
RightCapital
Company Website
Year Founded
2012
HQ Location
Shelton, Connecticut
Twitter
@RightCapitalHQ
1,567 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®
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RightCapital Reviews

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CFP
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

5 best features IMHO: 1) intuitive and easy to use. 2) mobile app is very appealing to younger clients I'm trying to attract. 3) Budgeting software is pulls right from the transactions accounts! No more guessing or manual entry. 4) connects seamlessly to Broadridge and pulls all my client's data in 5) the student loan module is very timely! So many Millenials are swimming in loans and this feature can help me create a niche in the medical market I'm gaining a foothold. Review collected by and hosted on G2.com.

What do you dislike?

I've recently discovered that my firm has partnered with another financial planning firm making their solutions possibly more affordable. Time will tell. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Evaluating Roth Conversions during the tax "sale" has been really helpful. Haven't recommended a conversion but have helped illustrate the usefulness in funding more of the Roth side of the client's 401k over the next several years while taxes are lower and the brackets are wider. Review collected by and hosted on G2.com.

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INVESTMENT ADVISOR
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Right Capital makes sense of the compilation of a variety of data. It's easy to use from the planner's side and clients find it intuitive as well. Review collected by and hosted on G2.com.

What do you dislike?

There's not much to dislike. All I can think of is a programming quirk. If I need to check on the opening page, I have to completely leave a client's plan, reclick the correct client and change a field such as client access. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It's important to have the right tool to connect with clients. RightCapital makes the tool easy for me, their support easily handles my questions, and my clients can relate to it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Clients hear numbers from a variety of sources, but large numbers are hard to break down into monthly and yearly needs. Right Capital makes that information easy to conceptualize and illustrate as goals need to be met. Clients like working with me when I use Right Capital--they can see the path. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The customer service is the best, quick responses, and If they don’t have a feature you ask for, they forward all requests to their developers. Review collected by and hosted on G2.com.

What do you dislike?

There is not yet the ability to create different scenarios with the same inputs without creating a whole new profile. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Financial planning for clients that allows for an interactive and more hands on approach to keep clients more engaged in the process Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

RC does a lot of things right. Very intuitive and easy to create plans. Plus great reports for clients. Review collected by and hosted on G2.com.

What do you dislike?

Adding current holdings for accounts is time consuming Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creating wholesome financial plans. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Interactive tool for financial planners to help client plan for retirement Review collected by and hosted on G2.com.

What do you dislike?

There are a lot of unknowns and it can be difficult when you don't know where data is pulling from Review collected by and hosted on G2.com.

Recommendations to others considering the product:

utilize the support function Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

helping clients plan for retirement with more than just a straight line cash flow projections Review collected by and hosted on G2.com.

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