Product Avatar Image

RightCapital

Show rating breakdown
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
AF
Amanda F.
07/16/2019
Validated Reviewer
Review source: Organic

I've enjoyed how easy it is to use!

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.
Sherrie C.
SC
Sherrie C.
Portfolio Manager at Burney-Campbell Investments, The Burney Company
04/02/2019
Validated Reviewer
Verified Current User
Review source: Organic

Sleek tool

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.

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