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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

Review Filters
Profile Name
Star Rating
11
3
0
0
0
Verified User in Financial Services
UF
Verified User in Financial Services
08/17/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

New User - Great Product for RIAs

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
Verified User in Financial Services
UF
Verified User in Financial Services
11/25/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great Planning Software

RC does a lot of things right. Very intuitive and easy to create plans. Plus great reports for clients.
Verified User in Financial Services
UF
Verified User in Financial Services
10/20/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Best Financial Planning Software

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.

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