---
description: Detailed reviews on RightCapital based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare RightCapital with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: RightCapital Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Budgeting Software](/directory/241/budgeting/software) > [RightCapital](/software/2034791/rightcapital)

# RightCapital

Canonical: https://www.getapp.ca/software/2034791/rightcapital

> RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.
> 
> Verdict: Rated **4.7/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 3 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support Software | 4.7/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: RightCapital

## Commercial Context

- **Starting Price**: US$124.95
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: RightCapital is offered across three pricing plans, outlined below. A 14-day free trial is available.

Basic - $124.95 per advisor/month
Premium - $149.95 per advisor/month
Platinum - Contact RightCapital for pricing details.
- **Target Audience**: 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Asset Lifecycle Management
- Budgeting/Forecasting
- CRM Software
- Cash Flow Management
- Cash Management
- Chart of Accounts
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization Software
- Electronic Payments
- Expense Management
- Financial Analysis
- Financial Reporting Software
- General Ledger

## Integrations (2 total)

- Orion Law
- Redtail CRM

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Budgeting Software](https://www.getapp.ca/directory/241/budgeting/software)

## Related Categories

- [Budgeting Software](https://www.getapp.ca/directory/241/budgeting/software)
- [Financial Reporting Software](https://www.getapp.ca/directory/247/reporting/software)
- [Financial Management Software](https://www.getapp.ca/directory/1071/financial-management/software)
- [Financial Services Software](https://www.getapp.ca/directory/1075/financial-services/software)
- [Financial Risk Management Software](https://www.getapp.ca/directory/779/financial-risk-management/software)

## Alternatives

1. [Sage Intacct](https://www.getapp.ca/software/10360/intacct) — 4.3/5 (608 reviews)
2. [SAP S/4HANA Cloud](https://www.getapp.ca/software/2050200/sap-s-4hana) — 4.3/5 (355 reviews)
3. [PayPal](https://www.getapp.ca/software/91263/paypal) — 4.6/5 (26322 reviews)
4. [Workday Financial Management](https://www.getapp.ca/software/8692/workday-financial-management) — 4.4/5 (87 reviews)
5. [NetSuite](https://www.getapp.ca/software/9137/netsuite) — 4.2/5 (2004 reviews)

## Reviews

### "Great Advisor, and Client, Experience\!" — 5.0/5

> **Jeffrey** | *September 8, 2021* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for most financial planners and doubles as an effective client portal.
> 
> **Cons**: No cons whatsoever. Everytime I think they could improve something, they come out with software updates that improve the experience/usability/forecasting.

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### "Solid Financial Planning Software" — 5.0/5

> **Neil** | *September 3, 2021* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **Pros**: The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 years using this software, I feel it has to be very close to the robustness of the most expensive planning software tools available on the market. The what if scenario planning is very powerful and fast.
> 
> **Cons**: While the tax reporting features are impressive, like showing 1040 form style reports, separate tax projection software is needed to run detailed year to year tax analysis. Further niche planning can be improved in areas like college, social security and long-term care planing. Account aggregration can also be improved.
> 
> Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients.

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### "Great product. Great support. Great Value\!" — 4.0/5

> **Jamie** | *December 4, 2021* | Investment Management Software | Recommendation rating: 8.0/10
> 
> **Pros**: Price point is much better than some of the alternatives.
Ability to customize logo and colors for reports.
Located in CT\!
> 
> **Cons**: Budget feature is not as intuitive or helpful as expected.
Wish the two columns were arranged as "Current" and "Proposed" similar to a "Before" and "After" ordering.
> 
> Constantly making improvements. Handles virtually all of my client needs in a financial planning software.

## Links

- [View on GetApp](https://www.getapp.ca/software/2034791/rightcapital)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/rightcapital/> |
| en-AE | <https://www.getapp.ae/software/2034791/rightcapital> |
| en-AU | <https://www.getapp.com.au/software/2034791/rightcapital> |
| en-CA | <https://www.getapp.ca/software/2034791/rightcapital> |
| en-GB | <https://www.getapp.co.uk/software/2034791/rightcapital> |
| en-IE | <https://www.getapp.ie/software/2034791/rightcapital> |
| en-NZ | <https://www.getapp.co.nz/software/2034791/rightcapital> |
| en-SG | <https://www.getapp.sg/software/2034791/rightcapital> |
| en-ZA | <https://www.getapp.za.com/software/2034791/rightcapital> |

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