RightCapital

Name: RightCapital
Address: 2 Enterprise Drive, Shelton, CT, 06484, US
Telephone: +18889829596

RightCapital is financial planning software done right.

RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success.

06/18/2026

Here’s what’s new at RightCapital:

➡️ Help Center Assistant Enhancement: Integrated Sidebar
➡️ Images Uploadable to the Customizable Report Page
➡️ Ability to Earn Investment Adviser Representative (IAR) CE Credits
➡️ Updated College Costs for National Averages & School-Specific Estimates

06/17/2026

Want to show clients a Roth conversion strategy that won't push them into a higher tax bracket? Set your target bracket, slide to fill it up, and RightCapital demonstrates conversions right up to that line, without crossing it.

See how it works:

06/12/2026

"What if I sold the business at 67 instead of working until 90?"

That's the kind of question business-owner clients actually care about. With RightCapital's Business module, you can answer that question live.

Model alternative sale strategies in seconds:
• Change the year of sale
• Compare a lump sum vs. installment payout
• Adjust valuation, revenue, expenses, and distributions
• See the impact instantly

06/09/2026

We are excited to be named as a finalist of the 2026 Wealth Management Industry Awards for our expanded tax capabilities.

Learn more about how we help advisors with tax-planning here: https://www.rightcapital.com/tax-planning/

Thank you to Wealth Management for the recognition!

06/05/2026

Here’s what’s new at RightCapital:

➡️ Customize Return Assumptions for Indexed Annuities

06/02/2026

New in RightCapital's Tax Analyzer: take a client's real 2025 tax return and project it forward to 2026 tax rules.

That's the difference between "tax law is changing" and "here's exactly what it means for you."

05/29/2026

Here’s what’s new at RightCapital:

➡️ Balance Sheet Only Indicator

05/28/2026

DYK that 30% of advisors who plan to retire within five years have no formal succession plan?

This strategic guide to succession planning provides a framework for:

➡️ Evaluating succession paths
➡️ Understanding how your practice is valued
➡️ Navigating potential regulatory factors
➡️ Protecting both your financial future and your client relationships

Read more here 👉 https://www.rightcapital.com/blog/succession-planning-financial-advisors/

05/22/2026

RightIntel surfaces the key life events shaping your clients' and prospects' financial plans, all in one place:

➡️ Retirement
➡️ Social Security filing age
➡️ Medicare filing age
➡️ Age 50 catch-up contributions
➡️ Age 59½ penalty-free withdrawals
➡️ RMD age

05/21/2026

Here’s what’s new at RightCapital:

➡️ Automatically Sell Primary Residence when Final LTC Event Begins

Address

2 Enterprise Drive
Shelton, CT
06484

Telephone

+18889829596

Website

http://rightcapital.com/

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