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Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software
RightCapital
Easy-to-use financial planning software with tools to simplify planning and enhance client engagement.
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Overview
RightCapital provides financial planning software designed for modern financial advisors to create interactive retirement plans, tax planning, insurance needs reviews, and risk tolerance assessments.
The platform offers features such as Smart Import™ for data import, Snapshot™ for personalized plan summaries, Blueprint™ for organizing household finances, and a client portal for collaboration.
RightCapital is used by advisors to improve client retention, demonstrate tax-efficient strategies, and support new Registered Investment Advisors (RIAs) in their practice setup.
Key Features
- + Interactive retirement planning with multiple scenarios and stress tests
- + Smart Tax Planning integrating tax return data
- + Insurance needs review with scenario analysis
- + Risk tolerance assessment linked to investment strategies
- + Snapshot™ personalized plan summaries
- + Blueprint™ household financial organization
- + Cash Flow Map visualization
- + Client collaboration portal and mobile app
Integrations
Charles SchwabCommonwealth Financial NetworkMorningstarAdvisor360
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