Side by side
RightCapital vs Timeline
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidiPhoneWeb
RightCapital combines advisor planning, tax analysis, and client-facing portal and mobile tools. Check the annual commitment and plan details against your practice’s needs before choosing a tier.
Visit RightCapital Free trial Web
Timeline pairs adviser planning tools with investment-platform functions and client access. UK advisers should note the Intelliflo-only API push limit and the distinction between its regulated platform services and unregulated planning software.
Visit TimelineThe facts
| RightCapital | Timeline | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Web |
| Lowest paid plan | See the plans | Timeline Portfolios: £0.09 a year |
| Plans published | 4 | 3 |
| Maker | Not published | Not published |
| Website | rightcapital.com | timeline.co |
| On financial planning software | #20 of 34 | #24 of 34 |
RightCapital: what it does well
- Models retirement scenarios with Monte Carlo simulations.
- Analyzes tax data and models withdrawal strategies.
- Clients can view net worth and track budgets.
- Integrates with Schwab, Fidelity, Redtail, and others.
- Offers a 14-day free trial.
What to know first
- No free plan is available.
- Plans require an annual commitment for the first year.
- Enterprise pricing requires contacting sales.
Timeline: what it does well
- Cashflow modelling uses historical market data.
- FactFind supports customizable client data collection.
- Platform combines onboarding through portfolio management.
- Supports data from more than 20 platform providers.
- Planning suite includes a client portal.
What to know first
- API push-to-backoffice is limited to Intelliflo.
- That API feature requires a paid subscription or invested clients.
- Planning software is not FCA-regulated.
- Planning is listed at £135 + VAT per month.
Alternatives to RightCapital Alternatives to Timeline The whole list