AdvisorShelf / Planning software / RightCapital / Pricing
Planning software pricing
RightCapital pricing
RightCapital publishes its prices on its own site. The cheapest plan is Basic, at $149.95/advisor/mo. We checked on Oct 6.
Starting priceFrom $149.95/advisor/mo
Checked on the vendor's site · Oct 6
One person, cheapest plan$149.95 a month
Price on their own siteYes
Plans and prices
| 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 |
Other costs and terms
- Enterprise plan: contact sales
- 14-day free trial
- Checked on the vendor's site · Oct 6
- Leaving: 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.
How RightCapital compares on price
Where RightCapital sits on price
RightCapitalOther planning toolsNearby on price
The rule: the two planning tools just below RightCapital and the two just above it, on what one person pays per month. Paying vendors are never moved up.
| Tool | One person, cheapest plan (our sum) | Cheapest plan | Where the price came from |
|---|---|---|---|
| $87.42 a month for one person | Solo Advisor: One Advisor, $1,049/advisor/yr | Checked on the vendor's site · Oct 6 | |
| $99.58 a month for one person | Essential, $1,195/user/yr | Checked on the vendor's site · Oct 6 | |
| $150 a month for one person | AdviserGo, $150/advisor/mo | Checked on the vendor's site · Oct 6 | |
| $165.83 a month for one person | Core, billed annually, $1,990/yr | Checked on the vendor's site · Oct 6 |
Price changes
See everything on RightCapital's profile
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