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RightCapital

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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

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Profile Name
Star Rating
11
3
0
0
0
Verified User in Financial Services
UF
Verified User in Financial Services
06/15/2022
Validated Reviewer
Verified Current User
Review source: Organic

RightCapital creates a great client experience and we could not be more thankful for quick support

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.
TS
Travis S.
06/14/2022
Validated Reviewer
Verified Current User
Review source: Organic

Concise planning tool. Streamlined.

Straightforward planning questions. Lead the prospect through important questions in proper order.
Verified User in Financial Services
UF
Verified User in Financial Services
06/10/2022
Validated Reviewer
Verified Current User
Review source: Organic

Right Capital Review

Very easy to use, and the visuals and comparisons are very powerful in client presentations.

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