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.
I wish there was more AI features to help with proposals for prospects. Review collected by and hosted on G2.com.
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 implement changes. Second, clients can easily understand their plan when we present. Visually it's appealing. Review collected by and hosted on G2.com.
Some minor improvements can certainly 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.
Good user interface. Solid marketing support. Continuous product improvement. Review collected by and hosted on G2.com.
It would be great if there were periodic reminders for clients to update their data. Review collected by and hosted on G2.com.
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.
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.
Very easy to use, and the visuals and comparisons are very powerful in client presentations. Review collected by and hosted on G2.com.
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.
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.
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.
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.
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.
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.
Some limitations in the setup and maintenance of the account aggregation feature. Review collected by and hosted on G2.com.
Straightforward planning questions. Lead the prospect through important questions in proper order. Review collected by and hosted on G2.com.
Connectivity to client accounts. Having difficulty aggregating outside assets. Review collected by and hosted on G2.com.
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.
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.
Pricing provided by RightCapital.
