RightCapital is a financial planning software designed for modern financial advisors. It offers intuitive tools to simplify complex planning processes, enhance client engagement, and enable advisors to scale their practices efficiently. The platform provides interactive retirement planning with scenario analysis and stress tests, smart tax planning that connects tax return data to financial plans and demonstrates savings strategies, and insurance needs review to help clients protect against unforeseen events like disability or death. It also incorporates risk tolerance assessment, linking client risk scores to investment strategies and probability of success. Key features include Snapshot™ for personalized plan summaries, Blueprint™ for organizing household net worth and goals with interactive visuals, and a Cash Flow Map to help clients understand their financial inflows and outflows. The software facilitates client collaboration through an intuitive portal and mobile app, allowing real-time updates, task assignments, and document uploads. RightCapital has been recognized for its industry market share growth, comprehensive planning capabilities, and high client satisfaction.

Features & Benefits

• Interactive Retirement Planning: Clearly illustrates multiple scenarios and stress tests to help clients visualize their retirement dreams.
• Smart Tax Planning: Connects tax return data, uncovers savings opportunities, and demonstrates the impact of tax-efficient strategies.
• Insurance Needs Review: Evaluates client insurance needs for disability or death scenarios and identifies ways to ensure their success.
• Risk Tolerance Assessment: Integrates risk assessment into holistic planning, showing the relationship between risk scores, investment strategies, and success probability.
• Snapshot™: Creates personalized plan summaries with charts and notes, shareable via a secure client portal or PDF.
• Blueprint™: Organizes household net worth, goals, income, savings, and expenses using interactive visuals.
• Cash Flow Map: Helps clients easily understand their annual cash inflows and outflows within a plan.
• Client Collaboration Portal: Enables interaction with clients through an intuitive portal or mobile app for real-time updates, task assignments, and document uploads.