RightCapital

What is RightCapital?

RightCapital is a comprehensive financial planning software that empowers financial advisors to streamline and optimize their clients' financial well-being. With its intuitive interface and robust suite of features, RightCapital simplifies the complexities of financial planning, enabling advisors to provide tailored solutions to their clients with ease

Highlights

• Interactive retirement scenario planning: RightCaptal offers advanced tools to help clients visualize and plan for different retirement scenarios, ensuring they are well-prepared for the future
• Tax-efficient distribution strategies: The platform provides advisors with intelligent tax planning capabilities, including Roth conversion analysis, to help clients maximize their tax savings
• Integrated insurance and estate planning: RightCapital's features encompass insurance evaluation and estate planning, allowing advisors to create holistic financial plans for their clients
• Student loan management: The software includes tools to help clients manage and optimize their student loan repayment strategies, a crucial aspect of comprehensive financial planning
• Seamless third-party integrations: RightCapital integrates with a wide range of CRM, performance reporting, and risk tolerance applications, enabling advisors to streamline their workflows and access client data from a single platform.