right capital financial planning software

amid a landscape that has been dominated for nearly a decade by a select group of financial planning software heavyweights – moneyguidepro, naviplan, and emoney – newcomer rightcapital first launched in 2015 at the xy planning network conference. however, our analysis reveals that rightcapital is increasingly filling a void in planning software highlighted previously on this blog – software that accurately models retirement decumulation planning (as opposed to the traditional approach of planning for accumulation clients) – and delivers sophisticated retirement distribution analyses in an easy to understand manner for clients. this is a significant advantage compared to other financial planning tools, and the ease with which advisors are able to adjust and present modified plans and scenarios should not be underestimated. on the accumulation side, rightcapital is undifferentiated from other offerings and is not as robust as moneyguide’s goals-based planning tool when it comes to guiding the client through the process.

but in the past, most advisors had to make that choice by planning software itself – e.g., goals-based with moneyguide, or cash-flow-based with emoney or naviplan – while rightcapital simply makes it a toggle switch for advisors to do whichever they prefer, within one solution, on a client-by-client basis. a popular function of rightcapital for advisors who work with clients on an ongoing (and not just one-time standalone planning) basis is the ability to detail client financial planning tasks, which can be set via the rightcapital task manager, allowing advisors to dynamically schedule tasks for clients with deadlines such as signing documents or submitting paperwork. but a major gap, particularly for larger advisory firms, is the failure to integrate with salesforce (common in the financial services enterprise space), though the lack of a salesforce integration amongst advisortech vendors is not uncommon (due to its integration complexity and detailed integration customization demands). in the case of rightcapital, there are three different versions of its financial planning software – basic, premium, and platinum. however, rightcapital still does a great job of delivering complicated and powerful analyses in an easy to understand manner and seems to simplify what can sometimes be an overwhelming process and array of choices, all for a competitive price in the current planning software marketplace.

tools like our powerful next-gen software which is easy to use, has an intuitive interface, takes a holistic approach to planning, and offers advice-based strategies. our free financial planning app gives you the industry’s first integrated financial and tax planning solution. you’ll be able to see the impact of your decisions when you start receiving social security benefits, and it can help you optimize solutions to maximize your social security income. rightcapital is simple to use and provides you with a one-stop aggregation for your bank, credit card and investment accounts.

it can assist you with budgeting and tracking your spending so you can manage expectations when it comes to future spending. what’s more, the software allows you the flexibility to login whenever and wherever you want, using a computer, tablet, or our convenient mobile app. no offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. investments are not fdic- or ncua-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested.

rightcapital’s platform transforms complexity into clarity with ease, precision, and dynamism. screenshot of rightcapital’s retirement analysis tab. rightcapital launched its first financial planning and tax-aware cloud-based software designed for financial advisors and advisor networks to manage budget and create financial plans, it offers strategic approaches & real-, best financial planning software, best financial planning software, right capital vs moneyguidepro, right capital software review, free financial planning software.

the rightcapital financial planning app lets you organize accounts, track your net worth, pay down debt sooner, and reduce unwanted spending. founded in 2015, rightcapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. our modern, intuitive, right capital software cost, right capital software training. is right capital free? how do you use right capital? is right capital safe? how do i get access to the right capital?

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