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RightCapital

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13 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2015

Profile Name

Star Rating

10
3
0
0
0

RightCapital Reviews

Review Filters
Profile Name
Star Rating
10
3
0
0
0
James R.
JR
James R.
Chief Investment Officer at JQR Capital Management, LLC - Investment Research Transforming Your Future
08/08/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good user interface. Solid marketing support. Continuous product improvement.

Good user interface. Solid marketing support. Continuous product improvement.
Tim S.
TS
Tim S.
Wealth Advisor at Atlantic Wealth Advisors
07/21/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Intuitive financial planning software that clients can easily understand

Two things stand out to me: First, they are always continuing to improve their product. Every week we get an email announcing a new enhancement or upgrade. They truly listen to advisor feedback and impliment changes. Second, clients can easily understand their plan when we present. Visually its apealing.
Neil K.
NK
Neil K.
08/02/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Robust and improving financial planning software

Intuitive data entry and reports. Solid Monte Carlo Engine with expanding what-if scenarios. 1040-style tax reports. Easy to use client data vault.

About

Contact

HQ Location:
Shelton, US

Social

@RightCapitalHQ

What is RightCapital?

RightCapital Inc is a financial technology company that specializes in providing advanced financial planning software for financial advisors and their clients. Their platform offers a comprehensive suite of tools designed to facilitate retirement planning, tax-efficient withdrawal strategies, Social Security optimization, insurance analysis, and budgeting among other services. The software is known for its intuitive, user-friendly interface and robust financial planning capabilities, enabling advisors to create detailed financial plans and projections. RightCapital aims to enhance the client-advisor relationship by offering interactive and easy-to-understand financial visualizations.

Details

Year Founded
2015