RightCapital Overview

RightCapital is an advanced financial reporting software designed to help financial advisors manage client portfolios and create comprehensive financial plans. The platform provides tools for modeling retirement income, tax strategies, and investment performance, ensuring that advisors can deliver tailored solutions to their clients. With its user-friendly interface, RightCapital allows users to generate detailed reports, visualize financial scenarios, and track client progress seamlessly. The software also features integrations with various financial institutions, enhancing data accuracy and accessibility. Ideal for financial planners, investment advisors, and wealth managers, RightCapital improves financial management, enhances client engagement, and supports effective advisory services.

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Contact Details

  • Vendor Name RightCapital
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services

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RightCapital Features

  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

RightCapital Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$124.95 Per User

RightCapital FAQs

RightCapital is an advanced financial reporting software designed to help financial advisors manage client portfolios and create comprehensive financial plans. The platform provides tools for modeling retirement income, tax strategies, and investment performance, ensuring that advisors can deliver tailored solutions to their clients. With its user-friendly interface, RightCapital allows users to generate detailed reports, visualize financial scenarios, and track client progress seamlessly. The software also features integrations with various financial institutions, enhancing data accuracy and accessibility. Ideal for financial planners, investment advisors, and wealth managers, RightCapital improves financial management, enhances client engagement, and supports effective advisory services.

  • No, RightCapital does not offer a free version.

  • Yes, RightCapital offers a free trial.

  • No, Credit Card details are not required for the RightCapital trial.

  • RightCapital offers the following pricing plans & packages:

    Basic

    $124.95 Per User

  • RightCapital supports the following payment frequencies:

    • Monthly Subscription

  • No, RightCapital does not offer an API.

  • RightCapital offers support with the following options:
    • Email , Phone , Chat

  • RightCapital supports the following languages:
    • English

  • Following are the typical users of the RightCapital:
    • Self-Employed , Small-Business , Midsize-Business

  • RightCapital supports the following deployment:
    • Cloud Hosted

  • RightCapital supports the following devices and operating systems:
    • Web-Based , iPhone , Android