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RightCapital review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: RightCapital is best for advisors who want intuitive planning tools. Pricing: From $149.95/advisor/mo. Skip it if you need month-to-month software for a short project.
How we review: this is an editorial summary of what RightCapital publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Advisors who want intuitive planning tools |
|---|---|
| Category | Financial planning software |
| Starting price | From $149.95/advisor/mo |
| Free option | 14-day trial offered. |
| Pricing model | Published on the vendor's website |
| Website | www.rightcapital.com/ |
What RightCapital does
RightCapital offers planning tools for modern advisors, with an emphasis on communicating plans clearly to clients and helping firms scale.
Key capabilities, per RightCapital
- Retirement planning with Smart Import and OCR
- RightExpress prospecting on Premium and up
- Live phone, email and chat support
Good fit if
You want advisors who want intuitive planning tools.
We recommend it for: CFPs, tax planners, financial planners.
Skip it if
You need month-to-month software for a short project.
What to check before you buy
- First year requires an annual commitment.
- Assistants cost extra.
- Compare Premium vs Platinum features you'll actually use.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How RightCapital compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
eMoney Advisor vs RightCapital · RightCapital vs MoneyGuide · Asset-Map vs RightCapital · All RightCapital alternatives
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FAQ
Is RightCapital good for financial advisors?
It's a strong fit for advisors who want intuitive planning tools. Financial planning software focused on ease of use and client engagement.
What are RightCapital's main features?
Retirement planning with Smart Import and OCR. RightExpress prospecting on Premium and up. Live phone, email and chat support.
Who should not use RightCapital?
You need month-to-month software for a short project.
How much is RightCapital?
From $149.95/advisor/mo as of October 21, 2026. See the full plan list on our RightCapital pricing page.