--- title: RightCapital Reviews meta\_title: 'RightCapital Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 14 reviews by the users' company size, role or industry to find out how RightCapital works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 14 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # RightCapital Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by RightCapital but has limited features. Are you part of the RightCapital team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. * * * Seller [RightCapital](https://www.g2.com/sellers/rightcapital) Discussions [RightCapital Community](https://www.g2.com/products/rightcapital/discuss) Languages Supported English Overview by Xiangxuan Liu Show More ## Top-Rated Alternatives [ ![eMoney](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "eMoney") eMoney 4.7/5(67) ](https://www.g2.com/products/emoney/reviews) [ ![Envestnet | MoneyGuide](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Envestnet | MoneyGuide") Envestnet | MoneyGuide 4/5(23) ](https://www.g2.com/products/envestnet-moneyguide/reviews) [ ![Asset-Map](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asset-Map") Asset-Map 4.8/5(129) ](https://www.g2.com/products/asset-map/reviews) [ View All Alternatives ](https://www.g2.com/products/rightcapital/competitors/alternatives) ## User Insights Average based on 14 real user reviews. [Log in to unlock pricing and user insights](/login) ## RightCapital Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Less Annoying CRM ](https://www.g2.com/products/less-annoying-crm/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 4/30/2026 "My Review of Right Capital software" 4.5/5 What do you like best about RightCapital? I really appreciate the resources and the fact I can get a hold of support online or schedule a call if I need help. Review collected by and hosted on G2.com. What do you dislike about RightCapital? I wish there was more AI features to help with proposals for prospects. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? It's solving financial planning for my clients and being able to see where they stand with their overall finances at any given point in time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Tim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tim S.") TS Tim S. Wealth Advisor Small-Business (50 or fewer emp.) 7/21/2023 "Intuitive financial planning software that clients can easily understand" 5/5 What do you like best about RightCapital? Two things stand out to me: First, they are always continuing to improve their product. Every week we get an email announcing a new enhancement or upgrade. They truly listen to advisor feedback and impliment changes. Second, clients can easily understand their plan when we present. Visually its apealing. Review collected by and hosted on G2.com. What do you dislike about RightCapital? Some minor improvement can certaintly be made. A few things, when mapping out NUA for a client the software is not flexible when it comes to taxes. The Roth conversion tool is great, but again it falls a little flat on how taxes are paid. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? RightCapital is the exclsuive financial planning software we use to show how clients are doing for retirement planning, tax effciency, income planning, college savigs, debt paydown, and estate planning. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![James R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James R.") JR James R. Chief Investment Officer Investment Management Small-Business (50 or fewer emp.) 8/8/2023 "Good user interface. Solid marketing support. Continuous product improvement." 4.5/5 What do you like best about RightCapital? Good user interface. Solid marketing support. Continuous product improvement. Review collected by and hosted on G2.com. What do you dislike about RightCapital? It would be great if there were periodic reminders for clients to update their data. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? Showing clients where they are today and where they can reach for tomorrow. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Chris A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris A.") CA Chris A. Lead Financial Planner Small-Business (50 or fewer emp.) 7/26/2022 "Great UX Design, with robust set of planning features" 4/5 What do you like best about RightCapital? I have found the customizable snapshot to be incredibly insightful to summarize and track the key metrics in my clients' financial lives. Also, I have found the investment allocation, weighting to specific industries vs. the benchmark, and overall style box to be very informative, along with the concentration risk feature. Review collected by and hosted on G2.com. What do you dislike about RightCapital? The default of every transaction (e.g. sale of a home, sale of company stock, etc.) is to reinvest 100% of the proceeds. Does not give the advisor flexibility to show "how much do you need to save to achieve your goal"? Also, I would like the ability to model different scenarios for stock sales at different prices (i.e. I would like to see what my financial situation looks like if my company were to IPO at $20/share vs. $40/share). Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? Creating a platform to model a lot of moving pieces into a simplified plan so that the clients can view all of their financial accounts and inputs in one place. Also, the ability for the client to digitally onboard on their own via sending them a link to create their profile helps create a seamless onboarding experience. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/10/2022 "Right Capital Review" 5/5 What do you like best about RightCapital? Very easy to use, and the visuals and comparisons are very powerful in client presentations. Review collected by and hosted on G2.com. What do you dislike about RightCapital? Compared to other planning software, there is a lot of room for improvement on more sophisticated plans. For instance, there is only the ability to model one general asset allocation for all accounts. Review collected by and hosted on G2.com. Recommendations to others considering RightCapital: This beats out others such as EMoney by leaps and bounds in terms of ease of use, ease of making changes, potential plan comparisons, and stress testing. However, if you deal with UHNW clients with more sophisticated situations and assets, you might find limitations in accurately inputting their details. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? Right Capital is currently fixing some authentication issues we have for a client linking their bank. This will help in the long run, as the client would like to see their up to date balances and impact on the plan. However, this has already taken 8+ months, so we will see if it actually gets resolved. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/15/2022 "RightCapital creates a great client experience and we could not be more thankful for quick support" 5/5 What do you like best about RightCapital? The immediate help we can get from the support team when we are stuck on how to model something. It's especially helpful because we like to create and update financial plans interactively with our clients and the quick solutions keep everyone engaged. Review collected by and hosted on G2.com. What do you dislike about RightCapital? There are just a few enhancements we would REALLY like and have communicated this with RC, and while sometimes we get the enhancements, others that we haven't may just be from not enough need by other users or the software's ability to be implemented. We would also really like an open API to be able to talk with our CRM systems. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? The ability to answer most of our clients questions with regards to if, how, and when they can fulfill any of their life/financial goals. Being able to model it and show clients the outcome gives everyone the confidence to move forward. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Bonnie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bonnie M.") BM Bonnie M. Founder and Financial Advisor Small-Business (50 or fewer emp.) 2/1/2022 "Great software and support" 5/5 What do you like best about RightCapital? RightCapital is powerful planning software, but still simple to use. It's much more sleek and modern than other planning software I've tried out. It doesn't require nearly as much training to use, either, but still does everything I need it to and more. It is constantly being improved and the trainings they offer each week are very helpful for specialized knowledge and planning scenarios. I've found their support team to be incredibly friendly and helpful. Review collected by and hosted on G2.com. What do you dislike about RightCapital? I wish there were more integrations with other software, but that is something they are always working to add. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? RightCapital is the only planning software I use and it works great for my clientele. Clients are able to log into their portal and see different areas I have selected, as well as try out various planning scenarios. They also utilize the vault for securely sharing or storing documents, and the shared task list. Review collected by and hosted on G2.com. Show More 8/1/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Neil K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neil K.") NK Neil K. Financial Planner Small-Business (50 or fewer emp.) 8/2/2022 "Robust and improving financial planning software" 4.5/5 What do you like best about RightCapital? Intuitive data entry and reports. Solid Monte Carlo Engine with expanding what-if scenarios. 1040-style tax reports. Easy to use client data vault. Review collected by and hosted on G2.com. What do you dislike about RightCapital? Some limitations in the setup and maintenance of the account aggregation feature. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? It is the core financial planning website I use for all my clients. It's integral to my practice. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite TS Travis S. Director of Wealth Management Small-Business (50 or fewer emp.) 6/14/2022 "Concise planning tool. Streamlined." 4.5/5 What do you like best about RightCapital? Straightforward planning questions. Lead the prospect through important questions in proper order. Review collected by and hosted on G2.com. What do you dislike about RightCapital? Connectivity to client accounts. Having difficulty aggregating outside assets. Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? Snapshot encapsulates the important things for a client to know. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 3/22/2019 "New User - Great Product for RIAs" 3.5/5 What do you like best about RightCapital? Interactive tool for financial planners to help clients plan for retirement - there are consistent updates and new data points. There are also employees available to answer questions via chat Review collected by and hosted on G2.com. What do you dislike about RightCapital? 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 RightCapital: utilize the support function Review collected by and hosted on G2.com. What problems is RightCapital solving and how is that benefiting you? helping clients plan for retirement with more than just a straight line cash flow projections Review collected by and hosted on G2.com. Show More 8/17/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/rightcapital/pricing) RightCapital Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0fe84b6b8a75810090aae252b253b288/emoney.jpg "Product Avatar Image") eMoney 4.7/5(67) [ Compare Now ](https://www.g2.com/compare/rightcapital-vs-emoney) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c94e1afb5529660f204d8fe9263d504e/envestnet-moneyguide.png "Product Avatar Image") Envestnet | MoneyGuide 4/5(23) [ Compare Now ](https://www.g2.com/compare/envestnet-moneyguide-vs-rightcapital) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b3df8a8a25ec6a50d22d16aadead3b87/asset-map.png "Product Avatar Image") Asset-Map 4.8/5(129) [ Compare Now ](https://www.g2.com/compare/asset-map-vs-rightcapital) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)[Financial Analytics](https://www.g2.com/categories/financial-analytics) ##### Explore More [Cloudinary vs Imgix for image optimization: which do small engineering teams find easier to maintain day to day?](https://www.g2.com/discussions/cloudinary-vs-imgix-for-image-optimization-which-do-small-engineering-teams-find-easier-to-maintain-day-to-day)[Which insurance policy administration systems provide the best out-of-box functionality for P&C operations without heavy configuration?](https://www.g2.com/discussions/which-insurance-policy-administration-systems-provide-the-best-out-of-box-functionality-for-p-c-operations-without-heavy-configuration)[Is a paid hard drive cloning tool worth it for an IT team running regular PC migrations?](https://www.g2.com/discussions/is-a-paid-hard-drive-cloning-tool-worth-it-for-an-it-team-running-regular-pc-migrations) [Top AWS Marketplace solutions for DevOps workflows](https://www.g2.com/discussions/which-aws-marketplace-solutions-are-best-for-devops-workflows)[Which call center management software is best rated](https://www.g2.com/discussions/which-call-center-management-software-is-best-rated)[How well does Alteryx support global teams that need collaborative workflows, shared assets, and consistent access across regions?](https://www.g2.com/discussions/how-well-does-alteryx-support-global-teams-that-need-collaborative-workflows-shared-assets-and-consistent-access-across-regions) [Show MoreShow Less](javascript:void(0);)