RightCapital Costs

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

Budgeting tools

Smart transaction categorization

RightRisk™ risk assessment

RightIntel® business intelligence

Tax Analyzer

1 assistant access for add’l fee*

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