RightCapital

RightCapital is a comprehensive financial planning tool designed to help advisors and clients manage complex financial situations effectively. It offers advanced planning features, intuitive visualizations, and client engagement opportunities, all aimed at streamlining financial planning processes and enhancing client-advisor interactions.

Key features of RightCapital include account aggregation and budgeting tools, which allow clients to link their accounts for automated updates and track spending through auto-categorized purchases. The platform also integrates business intelligence through RightIntel, providing advisors with a detailed overview of their clients' financial status, including insurance coverage and account values. Additionally, RightCapital offers a risk assessment tool that simplifies understanding and analyzing risk profiles, and a Tax Analyzer module for evaluating tax impacts and optimizing strategies.

RightCapital supports various subscription tiers, each tailored to different business needs. The Premium subscription adds advanced tools like risk assessment and tax analysis, while the Platinum tier includes team collaboration features and firm-level controls, ideal for larger advisory firms. Optional add-ons, such as RightPay for payment management and RightFlows for workflow optimization, further enhance the platform's capabilities. Overall, RightCapital is designed to provide a robust and flexible financial planning solution that supports advisors in delivering personalized and effective financial strategies to their clients.