RightCapital

Financial planning software with retirement projections and student loan analysis.

Pricing: subscription, seat
Open source: No

Editorial review

RightCapital has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Tags(open-source;cloud-native): financial planning, tax planning, retirement, risk assessment, RIAVerified

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance): SaaS, mobileVerification pending

Pricing · Licensing

Free trial(true/false): trueVerification pending
Pricing model(free;subscription;usage;seat;asset;transaction;revenue-share;perpetual;custom): subscription, seatVerification pending
Starting price(29): 149.95Verified
Trial length(14): 14Verified

Features · Product · Fit

Core capabilities(authoring;automation;analytics): Interactive retirement planning, Tax planning with Roth conversion modeling, Risk assessment, Snapshot plan summaries, Blueprint client visuals, Account aggregationVerification pending

Support · Docs · Services

Support channels(email;ticket;chat;phone;community): phone, email, chatVerified

Audience · Use · Case

Best for(Neutral editorial summary): Advisors wanting interactive retirement and tax planning with client portalVerification pending
Company-size fit(individual;SMB;mid-market;enterprise): individual, SMB, mid-market, enterpriseVerification pending
Primary use cases(build;monitor;automate): Financial planning for advisors, Tax-efficient withdrawal strategies, Client collaboration via portal and mobile app, Firm workflows and intelligenceVerification pending

Vendor · Maintainer

Vendor type(commercial;foundation;community;government;consortium;individual): commercialVerification pending

User reviews

Review policy

No published reviews yet.