No. 22 of 34 ·Financial Planning Software

RightCapital

Name: RightCapital
Price: 149.95 USD

Web · Android · iPhone · paid plans from $12.50/mo

Visit site Alternatives

Freedom report

Two barsScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

RightCapital is ranked #22 of 34 in financial planning software on Freedom251. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $12.50/mo.

RightCapital plans and pricing

All plans

Basic $149.95/yr Per advisor per month; all plans require an annual commitment for the first year. Retirement, tax, insurance, investment, estate, business, and college planning · secure document vault · 40+ integrations · live support rightcapital.com · 2 Oct 2026

Premium $209.95/yr Per advisor per month; all plans require an annual commitment for the first year. All Basic features · account aggregation · budgeting tools · Tax Analyzer · Iris AI planning agent · RightRisk assessment · one assistant access for an additional fee rightcapital.com · 2 Oct 2026

Platinum $254.95/yr Per advisor per month; all plans require an annual commitment for the first year. All Premium features · team collaboration · custom asset classes · firm-level assumptions and data models · RightFlows workflows · assistant access for an additional fee rightcapital.com · 2 Oct 2026

Enterprise Not published Contact Sales. Custom offering · firm-level insights · unified licensing and billing · API access · firm-level controls · compliance tracking rightcapital.com · 2 Oct 2026

Compared on financial planning software

Free plan: No
Client portal: Yes

Best RightCapital alternatives

See all 20

Two bars myprosperity Free tier No. 1A$14.95/mo6.6 Two bars Betterment Free tier No. 2$0.05/mo6.5 Two bars Boldin Free tier No. 3$12/mo6.5 Two bars Elements Free tier No. 4$149/mo6.5 One bar FE CashCalc Paid plans No. 5£80/mo6.5 Two bars ProjectionLab Free tier No. 6$10.75/mo6.5

The record

Purpose: RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale.
Planning: The software supports interactive retirement projections with Monte Carlo simulations, stress tests, and side-by-side scenario comparisons.
Tax planning: Advisors can analyze tax return data and model strategies including Roth conversions, equity allocation, and tax-efficient withdrawals.
Client communication: Snapshot creates personalized plan summaries that advisors can share through the secure client portal or as a PDF.
Client portal and app: The client portal and mobile app let clients view net worth, track budgets, edit transactions, and upload documents to the Vault.
Integrations: RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation.
Security: RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS.
Account aggregation: RightCapital says it does not store banking credentials, which are managed by Envestnet | Yodlee, and account access is read-only.
Support: Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time.
Trial: The product page offers a 14-day free trial.
Mobile availability: The client mobile app is available for iPhone and Android devices through the App Store and Google Play Store.
Company: RightCapital says it was founded in 2015 by brothers Shuang Chen and Song Chen.
Headquarters: 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States
Price from: $12.50/mo

Where it ranks on Freedom251

Best Financial Planning Software in 2026#22 of 34
Best Financial Advisor Software in 2026#16 of 31

Is RightCapital yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote RightCapital

Sources

rightcapital.com/about/· checked 2 Oct 2026
rightcapital.com/features/· checked 2 Oct 2026
help.rightcapital.com/integrations/integrations· checked 2 Oct 2026
rightcapital.com/security/· checked 2 Oct 2026
help.rightcapital.com/contact/support· checked 2 Oct 2026
rightcapital.com· checked 2 Oct 2026
help.rightcapital.com/knowledge-base/mobile-application· checked 2 Oct 2026
rightcapital.com/pricing/· checked 2 Oct 2026