MaxiFi PROFrom $599/advisor/yr
Checked on the vendor's site · Oct 6
AdvisorShelf / Planning software / RightCapital
Planning software
RightCapital
Financial planning software for advisors, with tools for planning, client engagement and scaling the practice.
Starting priceFrom $149.95/advisor/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed45 connections
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Pricing
RightCapital pricing page| Plan | Price | Billing |
|---|---|---|
| Basic | $149.95/advisor/mo | Annual commitment for the first year |
| Premium | $209.95/advisor/mo | Annual commitment for the first year |
| Platinum | $254.95/advisor/mo | Annual commitment for the first year |
Where RightCapital sits on price
RightCapitalOther planning toolsPrice changes
What it connects to
What connects to RightCapitalAt a glance: which way data moves
Data inData outTwo-wayData comes in from
RedtailSmartOfficeWealthboxAltruistApex Fintech SolutionsAxos Advisor ServicesBetterment Advisor SolutionsBNY PershingRightCapitalData goes out to
RedtailWealthboxAdvyzonBlack DiamondPreciseFPZocks Single sign-on
Direction not stated
Listed, no detail
All connections:
Checked on the vendor's site · Oct 6
Redtail
Checked on the vendor's site
- Data in: household contact information, including names and dates of birth (no account data)
- Data out: notes and tasks entered in RightCapital
- Single sign-on
SmartOffice
Checked on the vendor's site
- Data in: household contact information, including names and dates of birth
Wealthbox
Checked on the vendor's site
- Data in: household contact information, including names and dates of birth
- Data out: notes and tasks entered in RightCapital
- Single sign-on
Altruist
Checked on the vendor's site
- Data in: position-level account data
Apex Fintech Solutions
Checked on the vendor's site
- Data in: position-level account data
Axos Advisor Services
Checked on the vendor's site
- Data in: position-level account data
Betterment Advisor Solutions
Checked on the vendor's site
- Data in: position-level account data
BNY Pershing
Checked on the vendor's site
- Data in: position-level account data
- Single sign-on
Charles Schwab
Checked on the vendor's site
- Data in: position-level account data
Fidelity
Checked on the vendor's site
- Data in: position-level account data
First Clearing (including TradePMR)
Checked on the vendor's site
- Data in: position-level data, updated nightly
Folio Institutional
Checked on the vendor's site
- Data in: position-level account data
Interactive Brokers
Checked on the vendor's site
- Data in: position-level account data
LPL Financial (ClientWorks)
Checked on the vendor's site
- Data in: position-level account data and household data
- Single sign-on
Raymond James
Checked on the vendor's site
- Data in: position-level account data
RBC Clearing & Custody
Checked on the vendor's site
- Data in: position-level account data
SEI
Checked on the vendor's site
- Data in: position-level account data
- Single sign-on
Advyzon
Checked on the vendor's site
- Data in: client profiles
- Data in: position-level account data and some life insurance policy data
- Data out: RightCapital reports, sent to an Advyzon vault
AI assistants and note-takers
Jump
Checked on the vendor's site
- Works from your meetings, as the vendor describes it
- Data in: financial planning data captured from recorded meetings
Zocks
Checked on the vendor's site
- Works from your meetings, as the vendor describes it
- Data in: financial planning data captured from transcribed meetings
- Data out: RightCapital contacts that have an email address
Other software it connects to (25)
Flourish
Checked on the vendor's site
- Data in: Flourish Cash balances and Flourish Annuities contract data
MaxMyInterest
Checked on the vendor's site
- Data in: checking and savings account balances
my529
Checked on the vendor's site
- Data in: position-level account data
Nationwide Advisory
Checked on the vendor's site
- Data in: position-level account data
Pacific Life
Checked on the vendor's site
- Data in: annuity account data (variable, fixed, fixed index and registered index-linked)
Allianz Life
Checked on the vendor's site
- Data in: life insurance, annuity and position-level account data
Jackson
Checked on the vendor's site
- Data in: position-level account data
Addepar
Checked on the vendor's site
- Data in: position-level account data
Albridge
Checked on the vendor's site
- Data in: position-level account data
AssetMark (eWealthManager)
Checked on the vendor's site
- Data in: household and investment account data
- Single sign-on
Black Diamond
Checked on the vendor's site
- Data in: position-level account data
- Data out: RightCapital reports, sent to the client's Black Diamond Timeline
- Single sign-on
Blueleaf
Checked on the vendor's site
- Data in: position-level account data and bank account balances
Broadridge Wealth Aggregation and Insights
Checked on the vendor's site
- Data in: position-level account data
Capitect
Checked on the vendor's site
- Data in: position-level account data, plus bank account, credit card and loan balances
CircleBlack
Checked on the vendor's site
- Data in: position-level account data
DST Vision
Checked on the vendor's site
- Data in: position-level account data
Nitrogen
Checked on the vendor's site
- Data in: model portfolios with their Risk Numbers
- Data in: position-level account data
Orion
Checked on the vendor's site
- Data in: position-level account data
- Single sign-on
Panoramix
Checked on the vendor's site
- Data in: position-level account data
Tamarac
Checked on the vendor's site
- Data in: position-level account data
Wealth Access
Checked on the vendor's site
- Data in: position-level account data, plus bank and loan balances
Morningstar Advisor Workstation
Checked on the vendor's site
- Direction not stated: Morningstar Advisor Workstation reports generated from client account holdings
PreciseFP
Checked on the vendor's site
- Data in: client contact information, goals, income and expenses
- Data out: some plan information, such as income and goals
Advisor360
Checked on the vendor's site
- Listed on the vendor's site, with no detail on what moves
Dispatch
Checked on the vendor's site
- Listed on the vendor's site, with no detail on what moves
Moving to RightCapital from another tool
From eMoney or MoneyGuide
In their words: “RightCapital's OCR technology allows you to upload PDF reports from eMoney or MoneyGuide and automatically pull in family information, goals, income, and other key data; ready for review and approval. … RightCapital's OCR-powered migration tools allow you to upload eMoney or MoneyGuide PDF reports and automatically import key planning data into new or existing client profiles.”
- What comes across: family information, goals and income
- How: A built-in import
- Cost: not confirmed by the words shown
Leaving later
Cancel by emailing support at least 5 days before the next billing date; access to your data then ends, and any export period is at RightCapital's discretion and current rates. Cancelling before the first year ends costs a $300 early termination fee.
Checked on the vendor's site · Oct 6Fits best if
Our judgementSimilar tools
Compare RightCapital with another toolMaxiFi PRO
ScenariosXFrom $1,000/login/yr
Checked on the vendor's site · Oct 6
WealthTraceFrom $1,049/advisor/yr
Checked on the vendor's site · Oct 6
MoneytreeFrom $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
Corrections
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