RightCapital Goal Planning
Easy-to-use financial planning software with tools to simplify planning and enhance client engagement.
Overview
RightCapital Goal Planning provides interactive financial planning tools designed for modern financial advisors. It offers features such as retirement planning scenarios, tax planning integration, insurance needs review, and risk tolerance assessment.
The platform enables advisors to communicate plans clearly through personalized summaries, interactive visuals, and client collaboration portals. It supports tax-efficient strategies and helps advisors scale their practices while maintaining client retention.
RightCapital integrates tax return data and offers a secure client portal and mobile app for real-time updates, task assignments, and document uploads, facilitating ongoing client engagement and informed decision-making.
Key Features
- + Interactive retirement planning with multiple scenarios and stress tests
- + Smart tax planning with tax return data integration
- + Insurance needs evaluation and scenario analysis
- + Risk tolerance assessment linked to investment strategies
- + Personalized plan summaries (Snapshot™) with charts and notes
- + Household financial organization with Blueprint™ visuals
- + Cash flow mapping for annual income and expenses
- + Client collaboration via secure portal and mobile app