About RightCapital

Use RightCapital’s powerful, interactive projection tools to help clients prepare for retirement and plan for different contingencies.Show your clients how they can save money using tax-efficient strategies for distributing their assets such as Roth conversions.Help your clients maximize their Social Security benefits and understand the impact of decisions about Medicare.

At a glance

Software information

Industries served, licensing and the support RightCapital provides.

Licensing

Monthly Payment
Free trial

Support

Phone
Email
Online (Ticket)

Training

Help Guides
Video Guides
Webinars

Knowledge Base

Help Guides
Video Guides
Webinars

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Capabilities

RightCapital features

The full feature set, grouped by module.

Financial Planning Software

Accounting Integration
Budgeting & Forecasting
Cash Management
Expenditure Tracking
Revenue Recognition
Tax Management

Plans

RightCapital pricing

Price Type

Month

Free Version

Payment Frequency

Monthly Payment

Free Trial

14 Days

Vendor pricing page

Standard$124.95 / month

Media

Screenshots & video

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