RightCapital

RightCapital is a robust financial planning software designed to assist financial advisors and their clients in navigating complex financial scenarios with clarity and efficiency. The platform provides a suite of functionalities aimed at simplifying the financial planning process, including:

• Interactive Retirement Planning: Advisors can create personalized retirement plans, taking into account various scenarios to help clients achieve their retirement goals.
• Tax-Efficient Distribution: The platform includes strategies for minimizing tax liabilities during retirement, ensuring clients retain more of their wealth.
• Risk Tolerance Assessment: Utilizing RightRisk™, advisors can evaluate a client's risk tolerance and visualize their risk profile through comprehensive analytics.
• Budgeting and Cash Flow Tools: Clients can track their expenses and manage cash flow effectively, fostering better financial habits.
• Insurance Needs Evaluation: Assessing insurance requirements is made straightforward, helping clients secure appropriate coverage.
• Estate Planning Features: Advisors can assist clients in preparing for the future with estate planning tools that ensure their wishes are fulfilled after their passing.
• Client Billing with RightPay®: This feature streamlines the billing process, allowing for subscription plans and one-time invoices and facilitating easier payment processes for clients.
• RightFlows™ Workflows: Designed to improve efficiency, this feature allows advisors to implement planning workflows and manage client tasks effectively.

RightCapital also offers a mobile app that enables clients to manage their financial lives on the go, offering features such as secure document storage and real-time budget tracking. By integrating these advanced tools, RightCapital aims to enhance advisor-client collaboration and improve overall client experience.