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Retirement Analysis
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RightCapital's software is built to make the financial planning process a breeze for advisors and clients. Our tools and support will help you advance your practice and grow your business.
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Student Loan Analysis
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Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children.
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Budgeting Tool
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Provide your clients tools to manage their budget, track spending in various categories, and manage expectations for future spending.
Product Description
About this Product
RightCapital makes the financial planning process a breeze for advisors and clients. Let's build plans to help your clients achieve their financial goals:
- Differentiate with innovative financial + tax planning!
- Easy to use. Create a plan in just 10 minutes!
- Present a plan that your clients can actually understand.
About RightCapital
RightCapital's mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practice and set up their clients for financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distribution to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.
Key Features:
-Interactive retirement planning
-Tax-efficient distribution strategies
-Social security optimization
-Budgeting tools
-Student loan management
-Insurance needs evaluation
-Estate planning
-Account aggregation
-RightIntel business intelligence dashboard
-RightPay integrated payment solution
-Mobile app
Book your 20-minute persoalized demo today at www.rightcapital.com
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.