Product Avatar Image

RightCapital

Show rating breakdown
4.6 out of 5 stars
14 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2015

Profile Name

Star Rating

11
3
0
0
0

RightCapital Reviews

Review Filters
Profile Name
Star Rating
11
3
0
0
0
Neil K.
NK
Neil K.
08/02/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Robust and improving financial planning software

|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.
Bonnie M.
BM
Bonnie M.
I help awesome people use their money to change the world
08/01/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great software and support

|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.
Chris A.
CA
Chris A.
Lead Financial Planner at Secfi | FinTech | Personal Finance
07/26/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great UX Design, with robust set of planning features

|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.

About

Contact

HQ Location:
Shelton, US

Social

@RightCapitalHQ

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