![Tim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tim S.")
TS

Tim S.

Wealth Advisor

Small-Business (50 or fewer emp.)

7/21/2023

"Intuitive financial planning software that clients can easily understand"

5/5

What do you like best about RightCapital?

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 impliment changes. Second, clients can easily understand their plan when we present. Visually its apealing. Review collected by and hosted on G2.com.

What do you dislike about RightCapital?

Some minor improvement can certaintly be made. A few things, when mapping out NUA for a client the software is not flexible when it comes to taxes. The Roth conversion tool is great, but again it falls a little flat on how taxes are paid. Review collected by and hosted on G2.com.

What problems is RightCapital solving and how is that benefiting you?

RightCapital is the exclsuive financial planning software we use to show how clients are doing for retirement planning, tax effciency, income planning, college savigs, debt paydown, and estate planning. Review collected by and hosted on G2.com.

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4.6 out of 5 · Verified reviews from real users

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