Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently

Insurance planning Tax planning Estate planning Advanced business planning Snapshot™ plan summaries Blueprint™ visuals for financial life Secure document vault

Give clients confidence in their financial future with interactive retirement projections. Explore different proposals through Monte Carlo simulations and stress tests, use engaging visuals to better …

RightCapital's easy-to-use and powerful financial planning software is built to simplify planning, enhance client engagement, and help advisors scale efficiently.

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Planning Modules Click here for an overview of the planning modules in RightCapital. Training Videos Videos designed to expand software knowledge and establish best practices. Client Experience Wow …

RightFlows helps growing financial advisory firms scale financial plan implementations and manage planning processes consistently and efficiently across the organization by automating tasks for …

Get a personalized demo of RightCapital to see if it's right for your practice. Try RightCapital for 14 days for FREE.

Initial Account Setup: Set up your integrations, dial in your global assumptions, customize your in-software branding, and make RightCapital yours right from the very beginning.

Dec 12, 2025 · RightCapital stands out among financial planning software RightCapital ranks #1 in advisor satisfaction by Kitces multiple years in a row, and advisors consistently compare it favorably …