RightCapital

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14 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2015

Profile Name

Star Rating

11
3
0
0
0

RightCapital Reviews

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Profile Name
Star Rating
11
3
0
0
0
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
04/30/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

My Review of Right Capital software

I really appreciate the resources and the fact I can get a hold of support online or schedule a call if I need help.
James R.
JR
James R.
Chief Investment OfficerInvestment ManagementSmall-Business (50 or fewer emp.)
08/08/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good user interface. Solid marketing support. Continuous product improvement.

Good user interface. Solid marketing support. Continuous product improvement.
Tim S.
TS
Tim S.
Wealth AdvisorSmall-Business (50 or fewer emp.)
07/21/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Intuitive financial planning software that clients can easily understand

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.

About

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HQ Location:
Shelton, US

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What is RightCapital?

RightCapital Inc is a financial technology company that specializes in providing advanced financial planning software for financial advisors and their clients. Their platform offers a comprehensive suite of tools designed to facilitate retirement planning, tax-efficient withdrawal strategies, Social Security optimization, insurance analysis, and budgeting among other services. The software is known for its intuitive, user-friendly interface and robust financial planning capabilities, enabling advisors to create detailed financial plans and projections. RightCapital aims to enhance the client-advisor relationship by offering interactive and easy-to-understand financial visualizations.

Details

Year Founded
2015