RightCapital leverages technology to make financial planning easy for advisors and their clients, resulting in greater efficiency, stronger relationships, and business growth.

Last updated: 10-23-2023

Interactive, easy-to-use technology

  • Intuitive design means less time creating financial plans and more time spent with clients.

Clear, engaging visualization

  • Drive home the dollar impact and value of your retirement, insurance, and tax-planning recommendations.

Flexibility to match your clients’ needs

  • Provide plans ranging from a simple goal-based plan to complex ones with multiple inputs.

Consolidated digital workflows

  • Onboard your clients and manage payments through the RightCapital portal.