Complimentary Access to RightCapital’s Financial Planning Software

You get free access to RightCapital when you sign up for a complimentary appointment with us (Call to Schedule). After being in business for only 18 months, RightCapital already had $1.6 million in funding and was ranked #1 by users in the 2017 Annual Software Survey conducted by T3 Tech Hub and Inside Information.1

What is RightCapital?

RightCapital offers a lot of different options to organize and understand your portfolio. You are given categories to classify your investments and expenses, allowing you to form a more comprehensive wealth management or retirement plan. RightCapital organizes your financial information into groups like Income, Savings, Net Worth, Expenses and Goals. It can be useful in financial forecasting, although it is advisable to consult a financial professional to validate any monetary values. You can run the software based on cash flow or goal based planning, test scenarios, calculate payments and more2.

Simple, Yet Robust Financial Solution

The founders of RightCapital incorporated robust financial reporting into the software, but did so in a way that is easy to understand. This allows you the metrics and detailed reporting that are vital to a financial solution, but without the hassle. As if that wasn’t enough, RightCapital regularly listens to financial customers and incorporates feedback into the product. This allows for continued improvement under an AGILE framework2.

Additional Features of RightCapital

  • Tax planning & projections
  • Customized return assumptions
  • Roth conversion, social security, pensions, annuities and other income factors
  • Optimization of Social Security
  • Visualize investments, such as fixed, indexed or variable annuities
  • Aggregate financial information from 8,000 institutions
  • Budgeting tools
  • Debt payoff plans
  • Document vault for your personal files, that is easy to share with an advisor

Schedule an Appointment Today for Free Access

Our clients receive complimentary access to RightCapital.

Call us at (512) 638-9499 to schedule your appointment and take advantage of our favorite financial software!

1. Chen, Shuang. “RightCapital Financial Planning Software, Secures $1.6 Million Seed Money, Inks Enterprise Deals.”, RightCapital, 26 June 2017,

2. RightCapital, (Features & About pages)