Listed in the following categories:

Financial Analytics

Investment Portfolio Management

RightCapital Costs

(0 reviews)

RightCapital Pricing

Last edited: June 2025

Basic
139.95 $/ User / month
Retirement planning
College planning
Insurance planning
Tax planning
Estate planning
Snapshot™ plan summaries
Blueprint™ visuals for financial life
Secure document vault
Client-facing mobile app
Lead generation
Custom branding
Integrations with CRM and custodians
Phone, email, and chat support
Premium
179.95 $/ User / month
Budgeting tools
Smart transaction categorization
RightRisk™ risk assessment
RightIntel® business intelligence
Tax Analyzer
1 assistant access for add’l fee*
Platinum
Upon request
All Premium features
Team collaboration
Custom asset classes
Enhanced investment return parameters
Firm-level assumptions & models
RightFlows® workflows
1+ assistant access for add'l fee

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