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  • Account - RightCapital
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  • RightCapital | Financial planning software done right
    Financial planning software done right Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently
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    Account aggregation simplifies client onboarding, making it easy to link bank accounts, credit cards, loans, and investments RightPay simplifies fee collection and improves cash flow by offering a flexible and fully integrated billing experience, allowing for tailored subscription plans or one-time invoices
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    Speak with our friendly, knowledgeable support team in the way that's most convenient for you—by phone, email, or in-app chat From answering beginner inquiries to diving into in-depth client details, we are here to help financial advisors assist clients in planning for financial success We can even work directly with you within the RightCapital platform
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    Flexible and transparent pricing, with no up-front costs and hidden fees Sign up for a 20-min demo and get a 14-day free trial
  • Link Accounts - Account Aggregation - RightCapital Help Center
    Click the Close button on the bottom right, or the "X" in the upper right corner, to complete the link account process for the specified institution or select Link Another Site to link more institutions to add to your financial portal
  • Your Guide to the RightCapital Client Portal
    Our client portal is interactive, but advisors have the flexibility to decide which features their clients can view and edit You’re still the advisor, but your client will gain confidence and trust by being a part of the journey If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on
  • Help Center Home - RightCapital Help Center
    Budgeting and Cash Flow Essentials for Long-Term Financial Wellness (Approved for 1 IAR CE and 1 CFP® CE Credits) Register Now
  • Introducing the Planning Modules - RightCapital Help Center
    Before diving into the rest of the planning modules, it's worth noting that the Profile tab of each client plan is where you can review and update client data





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