RightCapital

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RightCapital Evaluation Snapshot

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User RatingNot rated yet
Starting Price$124.95 / user
Free TrialAvailable
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

RightCapital Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About RightCapital

RightCapital is an advanced financial reporting software designed to help financial advisors manage client portfolios and create comprehensive financial plans. The platform provides tools for modeling retirement income, tax strategies, and investment performance, ensuring that advisors can deliver tailored solutions to their clients. With its user-friendly interface, RightCapital allows users to generate detailed reports, visualize financial scenarios, and track client progress seamlessly. The software also features integrations with various financial institutions, enhancing data accuracy and accessibility. Ideal for financial planners, investment advisors, and wealth managers, RightCapital improves financial management, enhances client engagement, and supports effective advisory services.
Company RightCapital
Founded NA
Headquarters United States
Employees NA

Support

Email Phone Chat

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Financial Services
Category-Based Capabilities

RightCapital Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Budgeting Software 23 selected features Open category ↗
General Ledger Forecasting Self-Service Reporting Financial Analysis Strategic Planning Expense Management Activity Dashboard Income & Balance Sheet Financial Management Cash Management Multi-Department/Project Profit/Loss Statement Real Time Reporting Access Controls/Permissions Data Visualization Billing & Invoicing Collaboration Tools Purchase Order Management Multi-Currency Asset Lifecycle Management Data Import/Export Receipt Management Reporting/Analytics
Financial Management Software 15 selected features Open category ↗
Tax Management Financial Reporting Data Visualization Financial Analysis Compliance Management Bank Reconciliation Consolidation/Roll-Up Dashboard Creation Budgeting/Forecasting Revenue Recognition Cash Management Accounting Investment Management Real-Time Data Data Import/Export
Financial Reporting Software 19 selected features Open category ↗
Cash Management Expense Tracking Multi-Currency What If Scenarios Customizable Reports Billing & Invoicing Data Import/Export Financial Management Consolidation/Roll-Up Activity Dashboard Bank Reconciliation Audit Trail Forecasting Third-Party Integrations Budgeting/Forecasting Data Visualization Reporting/Analytics Multi-Company Financial Analysis
Financial Risk Management Software 12 selected features Open category ↗
Liquidity Analysis Market Risk Management Risk Analysis Reporting/Analytics Operational Risk Management Portfolio Management Portfolio Modeling For Hedge Funds Compliance Management Credit Risk Management Loan Portfolio Management Stress Tests
Financial Services Software 14 selected features Open category ↗
Risk Management Compliance Management Financial Analysis Billing & Invoicing Customer Engagement Electronic Payments CRM Forecasting Transaction Monitoring Financial Management Performance Management Reporting/Analytics For Financial Institutions Asset Lifecycle Management
Pricing Information

RightCapital Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version NA
Payment Frequency Monthly Subscription
Basic
$124.95 Per User

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

RightCapital FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

RightCapital is an advanced financial reporting software designed to help financial advisors manage client portfolios and create comprehensive financial plans. The platform provides tools for modeling retirement income, tax strategies, and investment performance, ensuring that advisors can deliver tailored solutions to their clients. With its user-friendly interface, RightCapital allows users to generate detailed reports, visualize financial scenarios, and track client progress seamlessly. The software also features integrations with various financial institutions, enhancing data accuracy and accessibility. Ideal for financial planners, investment advisors, and wealth managers, RightCapital improves financial management, enhances client engagement, and supports effective advisory services.

  • No, RightCapital does not offer a free version.

  • Yes, RightCapital offers a free trial.

  • No, Credit Card details are not required for the RightCapital trial.

  • RightCapital offers the following pricing plans & packages:

    Basic

    $124.95 Per User

  • RightCapital supports the following payment frequencies:

    • Monthly Subscription

  • No, RightCapital does not offer an API.

  • RightCapital offers support with the following options:
    • Email , Phone , Chat

  • RightCapital supports the following languages:
    • English

  • Following are the typical users of the RightCapital:
    • Self-Employed , Small-Business , Midsize-Business

  • RightCapital supports the following deployment:
    • Cloud Hosted

  • RightCapital supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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