RightCapital

RightCapital 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.

Here’s what’s new at RightCapital:➡️ Balance Sheet Only Indicator
05/29/2026

Here’s what’s new at RightCapital:

➡️ Balance Sheet Only Indicator

DYK that 30% of advisors who plan to retire within five years have no formal succession plan?This strategic guide to suc...
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

Here’s what’s new at RightCapital: ➡️ Automatically Sell Primary Residence when Final LTC Event Begins
05/21/2026

Here’s what’s new at RightCapital:

➡️ Automatically Sell Primary Residence when Final LTC Event Begins

Here’s what’s new at RightCapital:➡️ Add Cryptocurrency Holdings to Manual Accounts➡️ Project Tax Returns Forward One Ye...
05/15/2026

Here’s what’s new at RightCapital:

➡️ Add Cryptocurrency Holdings to Manual Accounts
➡️ Project Tax Returns Forward One Year within Tax Analyzer

05/15/2026

Distribution planning isn't one-size-fits-all.

Inside RightCapital's Distribution card, advisors can model:

➡️ Fixed dollar, percentage, or full account depletion over a set number of years
➡️ Distributions from Roth IRAs, bank, taxable, annuities, qualified pensions, or deferred comp
➡️ One-time or multi-year recurring distributions with built-in increases
➡️ Penalty-free or tax-free treatment based on the client's specific situation
➡️ Continued distributions for a surviving spouse, now with a single checkbox

One card. A whole lot of flexibility to match the real lives of your clients.

Here’s what’s new at RightCapital: ➡️ New RightIntel Search Bar
05/11/2026

Here’s what’s new at RightCapital:

➡️ New RightIntel Search Bar

05/08/2026

Not every client portfolio should be benchmarked to the same index. Whether your client leans tech-heavy, international, or sector-specific, you can compare against the index that tells the right story.

Choose the index used for comparison in the Sector and Style tab, either one from our predefined list or "custom" to enter a ticker symbol not listed.

Here’s what’s new at RightCapital:➡️ Continue Distributions for a Surviving Client
05/01/2026

Here’s what’s new at RightCapital:

➡️ Continue Distributions for a Surviving Client

04/27/2026

Meet RightCapital's AI-powered Help Center Assistant. Receive a direct, cited answer in seconds, from trusted, accurate content straight from the Help Center:

Address

2 Enterprise Drive
Shelton, CT
06484

Telephone

+18889829596

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