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DeepVest vs RightCapital
Short answer: DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); DeepVest sells by quote. Book demos of both and test them on your real workflow.
| DeepVest | RightCapital | |
|---|---|---|
| What it is | Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. | Financial planning software focused on ease of use and client engagement. |
| Best for | RIAs that want planning, proposals and portfolio analysis in one AI workspace | Advisors who want intuitive planning tools |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | 14-day trial offered. |
| Starting price | Contact vendor | From $149.95/advisor/mo |
| Key capabilities |
|
|
| Skip it if | You only need a standalone planning tool and already have proposal and research software you like. | You need month-to-month software for a short project. |
| Details | DeepVest overview | RightCapital overview |
| Visit DeepVest Get a DeepVest demo | Visit RightCapital Get a RightCapital demo |
About DeepVest
DeepVest describes itself as the agentic front office for wealth teams. Its PlanLab module, launched October 15, 2026, maps a household plan across 11 planning domains with 53 connections between them, pairs an AI planning assistant with deterministic calculators for Social Security claiming, Roth conversions, withdrawal sequencing, RMDs, estate taxes and gifting, and re-runs diagnostics nightly; every AI recommendation goes through advisor review and approval. The workspace also includes AgentLab (AI portfolio analysis), AdvisorLab (prospect statements to proposals), DataLab (cross-asset market data) and MonitorLab (plain-English alerts). DeepVest says it is SOC 2 Type II certified and never trains its AI on client data.
Check before choosing DeepVest
- Confirm which modules are in Advisor Premium vs. Enterprise
- Check whether your CRM and custodians connect (Wealthbox is listed on the pricing page)
- Ask whether you can import plans from your current planning software
About RightCapital
RightCapital offers planning tools for modern advisors, with an emphasis on communicating plans clearly to clients and helping firms scale.
Check before choosing RightCapital
- First year requires an annual commitment
- Assistants cost extra
- Compare Premium vs Platinum features you'll actually use
FAQ
DeepVest vs RightCapital: which is better for financial advisors?
DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); DeepVest sells by quote. Book demos of both and test them on your real workflow.
What is the difference between DeepVest and RightCapital?
DeepVest: Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. RightCapital: Financial planning software focused on ease of use and client engagement.
Is DeepVest or RightCapital cheaper?
RightCapital publishes pricing (From $149.95/advisor/mo); DeepVest sells by quote.