RightCapital
Fast, modern planning with tax strategies and Roth conversion analysis.
Overview
Modern financial planning platform with fast calculations, tax-efficient strategies, Roth conversion analysis, and client-friendly visualizations. Known for speed and ease of use.
Key Features
- Lightning-fast calculations
- Tax-efficient strategies
- Roth conversion analyzer
- Social Security optimizer
- Client-friendly dashboard
Integrations
OrionRedtailWealthboxTamaraMorningstarPlaid
Details
- Platforms
- Web, API
- Target Users
- RIAs, Fee-Only Planners, Tax-Focused Advisors
- Pricing Model
- Subscription
- Starting Price
- USD 1500/mo
- Full Pricing Details
- From $1,500/yr per advisor
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