---
description: Review of RightCapital Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: RightCapital | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Business Budgeting Software](/directory/265/budgeting-forecasting-software/software) > [RightCapital](/software/344700/rightcapital)

# RightCapital

Canonical: https://www.softwareadvice.ie/software/344700/rightcapital

> RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and Android devices. The main features of RightCapital include retirement planning, social security optimization, budgeting, medicare planning and more.


Individual advisors can benefit from RightCapital’s tax distribution strategies, which facilitate tax saving by illustrating strategic approaches including Roth conversion. The software offers the account aggregation feature, which enables advisors to synchronize clients’ financial accounts and credit card transactions and have a comprehensive view of their financial affairs.


RightCapital subscriptions are offered on a monthly basis and support is provided via webinars, video tutorials, live support and FAQs.
> 
> Verdict: Rated **4.7/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 3 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: RightCapital

## Commercial Context

- **Starting Price**: US$124.95
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: RightCapital is offered across three pricing plans, outlined below. A 14-day free trial is available.

Basic - $124.95 per advisor/month
Premium - $149.95 per advisor/month
Platinum - Contact RightCapital for pricing details.
- **Target Audience**: 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Asset Lifecycle Management
- Budgeting/Forecasting
- CRM
- Cash Flow Management
- Cash Management
- Chart of Accounts
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Data Visualisation
- Electronic Payments
- Expense Management
- Financial Analysis
- Financial Reporting
- General Ledger

## Integrations (2 total)

- Orion Law
- Redtail CRM

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Business Budgeting Software](https://www.softwareadvice.ie/directory/265/budgeting-forecasting-software/software)

## Related Categories

- [Business Budgeting Software](https://www.softwareadvice.ie/directory/265/budgeting-forecasting-software/software)
- [Accounting Software for Small Business](https://www.softwareadvice.ie/directory/506/small-business/software)
- [Financial Reporting Tools](https://www.softwareadvice.ie/directory/1904/financial-reporting/software)
- [Financial Services Software](https://www.softwareadvice.ie/directory/4356/financial-services/software)
- [Financial Risk Management Software](https://www.softwareadvice.ie/directory/4165/financial-risk-management/software)

## Alternatives

1. [Sage Intacct](https://www.softwareadvice.ie/software/1710/sage-intacct) — 4.3/5 (608 reviews)
2. [SAP S/4HANA Cloud](https://www.softwareadvice.ie/software/417244/sap-s-4hana-cloud) — 4.3/5 (355 reviews)
3. [PayPal](https://www.softwareadvice.ie/software/104664/paypal) — 4.6/5 (26303 reviews)
4. [NetSuite](https://www.softwareadvice.ie/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews)
5. [Workday Financial Management](https://www.softwareadvice.ie/software/52993/workday-financial-management) — 4.4/5 (87 reviews)

## Reviews

### "Great Advisor, and Client, Experience\!" — 5.0/5

> **Jeffrey** | *8 September 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for most financial planners and doubles as an effective client portal.
> 
> **Cons**: No cons whatsoever. Everytime I think they could improve something, they come out with software updates that improve the experience/usability/forecasting.

-----

### "Solid Financial Planning Software" — 5.0/5

> **Neil** | *3 September 2021* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 years using this software, I feel it has to be very close to the robustness of the most expensive planning software tools available on the market. The what if scenario planning is very powerful and fast.
> 
> **Cons**: While the tax reporting features are impressive, like showing 1040 form style reports, separate tax projection software is needed to run detailed year to year tax analysis. Further niche planning can be improved in areas like college, social security and long-term care planing. Account aggregration can also be improved.
> 
> Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients.

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### "Great product. Great support. Great Value\!" — 4.0/5

> **Jamie** | *4 December 2021* | Investment Management | Recommendation rating: 8.0/10
> 
> **Pros**: Price point is much better than some of the alternatives.
Ability to customize logo and colors for reports.
Located in CT\!
> 
> **Cons**: Budget feature is not as intuitive or helpful as expected.
Wish the two columns were arranged as "Current" and "Proposed" similar to a "Before" and "After" ordering.
> 
> Constantly making improvements. Handles virtually all of my client needs in a financial planning software.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/344700/rightcapital)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/erp/rightcapital-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/344700/rightcapital> |
| en-GB | <https://www.softwareadvice.co.uk/software/344700/rightcapital> |
| en-IE | <https://www.softwareadvice.ie/software/344700/rightcapital> |
| en-NZ | <https://www.softwareadvice.co.nz/software/344700/rightcapital> |

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