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RightCapital Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

BASIC $124.95 $124.95 per user / month

$124.95 per advisor per month billed annually

Features

  • Investment planning
  • Retirement planning
  • College planning
  • Insurance planning
  • Tax planning
  • Secure document vault
  • Client-facing mobile app
  • Lead generation
  • Custom branding
  • Integrations with CRM and custodians
  • Phone, email, and chat support
Start Free Trial

PREMIUM $149.95 $149.95 per user / month

$149.95 per advisor per month billed annually

Features

  • Includes the features of Basic plan, plus
  • Account Aggregation
  • Budget
  • Smart transaction categorization
Start Free Trial

PLATINUM Custom

Features

  • Includes the features of Premium plan, plus
  • Team collaboration
  • Assistant Access
  • Custom asset classes
  • Enhanced investment return parameters
Start Free Trial

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Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

RightCapital FAQs

How much does RightCapital cost?

The pricing for RightCapital starts at $124.95 per user per month. RightCapital has 2 different plans:

  • BASIC at $124.95 per user per month.
  • PREMIUM at $149.95 per user per month.

      • RightCapital also offers a custom plan based on the customer's request.

      Learn more about RightCapital pricing.

Does RightCapital offer a free plan?

No, RightCapital does not offer a free plan.

Learn more about RightCapital pricing.

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RightCapital Features

Cash Management

Collection and management of cash.

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

General Ledger

Maintaining and recording all the accounting related transactions.

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