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.

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.

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.

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.

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.

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.

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.

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