RightCapital
API—OSS—FREE—DOCS5/5
RI5.3#15 of 34
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Financial Planning Software ·Free trial· paid from $12.50/mo
About
RightCapital is ranked #15 of 34 in financial planning software on Inferse. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $12.50/mo.
Compared on financial planning software
- Free plan
- Norightcapital.com
- Client portal
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Facts
- Purpose
- RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale.rightcapital.com · 2 Oct 2026
- Planning
- The software supports interactive retirement projections with Monte Carlo simulations, stress tests, and side-by-side scenario comparisons.rightcapital.com · 2 Oct 2026
- Tax planning
- Advisors can analyze tax return data and model strategies including Roth conversions, equity allocation, and tax-efficient withdrawals.rightcapital.com · 2 Oct 2026
- Client communication
- Snapshot creates personalized plan summaries that advisors can share through the secure client portal or as a PDF.rightcapital.com · 2 Oct 2026
- Client portal and app
- The client portal and mobile app let clients view net worth, track budgets, edit transactions, and upload documents to the Vault.rightcapital.com · 2 Oct 2026
- Integrations
- RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation.help.rightcapital.com · 2 Oct 2026
- Security
- RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS.rightcapital.com · 2 Oct 2026
- Account aggregation
- RightCapital says it does not store banking credentials, which are managed by Envestnet | Yodlee, and account access is read-only.rightcapital.com · 2 Oct 2026
- Support
- Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time.help.rightcapital.com · 2 Oct 2026
- Trial
- The product page offers a 14-day free trial.rightcapital.com · 2 Oct 2026
- Mobile availability
- The client mobile app is available for iPhone and Android devices through the App Store and Google Play Store.help.rightcapital.com · 2 Oct 2026
- Company
- RightCapital says it was founded in 2015 by brothers Shuang Chen and Song Chen.rightcapital.com · 2 Oct 2026
Company
- Headquarters
- 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United Statesrightcapital.com · 23 Sept 2026
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Where it ranks on Inferse
Sources
- rightcapital.com/about/· checked 2 Oct 2026
- rightcapital.com/features/· checked 2 Oct 2026
- help.rightcapital.com/integrations/integrations· checked 2 Oct 2026
- rightcapital.com/security/· checked 2 Oct 2026
- help.rightcapital.com/contact/support· checked 2 Oct 2026
- rightcapital.com· checked 2 Oct 2026
- help.rightcapital.com/knowledge-base/mobile-application· checked 2 Oct 2026
- rightcapital.com/pricing/· checked 2 Oct 2026