ABOUT

RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction ratings*. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so advisors can spend less time on creating plans and more time with their clients. (*Sources: The Kitces Report Volume 1, 2021 and 2022 T3 Survey)


· Interactive Retirement Planning

· Tax-Efficient Distribution Strategies

· Social Security Optimization

· Budgeting Tools

· Student Loan Management

· Insurance Needs Review

· Advanced Estate Planning

· Account Aggregation

SPECIALIZE IN

  • Financial planning software for RIA and Hybrid RIAs

CONTACT INFORMATION

sales@rightcapital.com

(888) 982-9596, Opt. 1

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