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.

10/12/2026

Ever wonder what your clients see when they log in? With RightCapital, you choose which parts of the plan each client can view and can then preview it from their side:

10/08/2026

Here’s what’s new at RightCapital:

➡️ Updated Data Entry Location for Lifestyle Assets and Note Receivables

10/05/2026

Document upload within Iris™, your AI financial planning agent, is one of more than a dozen Q3 updates from RightCapital.

See everything that's new: https://www.rightcapital.com/blog/q3-2026-updates/

10/02/2026

This quarter, RightCapital shipped more than a dozen updates to help advisors find planning opportunities faster, model complex situations more precisely, and spend less time on data entry:

➡️ Expanded capabilities for Iris, your AI financial planning agent
➡️ Retirement health care planning, reimagined
➡️ Budgeting with less busywork
➡️ More personalized debt strategies
➡️ And lots more 👉 https://www.rightcapital.com/blog/q3-2026-updates/

09/30/2026

Here’s what’s new at RightCapital:

➡️ Explore the Redesigned Health Care Module
➡️ Upload Documents to Your Iris™ Conversation

09/24/2026

🗓️ Last chance to register for today's virtual event, RightInsights: Expanded Planning, Enhanced Value!

Earn up to 3 free CFP® and IAR CE credits, while learning how to elevate your planning offering for the AI era.

➡️ 1:00 PM ET — Michael Rose, CFP®, MST, Cerulli Associates: What Clients Really Want From Financial Planning

➡️ 2:30 PM ET — Jeffrey Levine, Kitces.com: Integrating Tax Planning Across the Financial Plan

➡️ 4:00 PM ET — Alexus Rogers, RightCapital: Harnessing Behavioral Finance in the Age of AI

Register: https://www.rightcapital.com/webinar/rightinsights-sept-2026/?utm_source=LinkedInXMeta&utm_medium=Social&utm_campaign=RightInsights&utm_content=General

09/23/2026

Thank you, Wealth Management for the award in the Financial Planning category for our expanded tax-planning features at this year's .

To learn more about RightCapital's Tax Analyzer & Tax Strategies, click here: https://www.rightcapital.com/blog/tax-planning-tools/

09/22/2026

Two days until RightInsights!

Join Jeffrey Levine as he makes the case for tax planning as a year-round discipline in his fireside chat: “Integrating Tax Planning Across the Financial Plan.”

Thursday, September 24 | 2:30 PM ET | One free CFP® and IAR CE credit

Register: https://www.rightcapital.com/webinar/rightinsights-sept-2026/?utm_source=LinkedInXMeta&utm_medium=Social&utm_campaign=RightInsights&utm_content=Levine

09/18/2026

Here’s what’s new at RightCapital:

➡️ Customizable Idle Session Timeout

09/17/2026

Are the services you’re offering the ones that clients want? Cerulli's data suggests the gap is wider than most firms realize.

Michael Rose opens RightInsights next week with “What Clients Really Want From Financial Planning.”

Thursday, September 24 | 1:00 PM ET | One free CFP® and IAR CE credit

Register: https://www.rightcapital.com/webinar/rightinsights-sept-2026/?utm_source=LinkedInXMeta&utm_medium=Social&utm_campaign=RightInsights&utm_content=Cerulli

Address

2 Enterprise Drive
Shelton, CT
06484

Telephone

+18889829596

Website

http://rightcapital.com/

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