--- title: "RightCapital Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RightCapital Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/210548/RightCapital/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # RightCapital Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) RightCapital ## What is RightCapital? RightCapital’s mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practices and set clients on the path to financial success. Our intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning. For more information visit RightCapital.com ## What is RightCapital used for? [Budgeting](https://www.capterra.com/budgeting-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $124.95 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RightCapital?[Manage this product listing](https://www.g2.com/products/rightcapital/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### RightCapital 4.8 (4) VS. [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $124.95 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (4) Ease Of Use 4.2 (26,695) Value For Money 5.0 (4) Value For Money 4.0 (20,530) Customer Service 4.8 (4) Customer Service 4.0 (20,790) ## RightCapital alternatives [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.4 (3,339)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (137)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/210548/RightCapital/alternatives/) ## FAQs about RightCapital Overview ### What company size and specific industries is RightCapital built for? RightCapital is designed for financial advisors and advisor networks, making it a fit for small firms through larger advisory organizations in the financial services sector. It supports businesses that manage budgets and create financial plans while needing real-time visibility across clients’ financial affairs. Features and Usability ### What are the key features of RightCapital? RightCapital offers financial planning and analysis features such as scenario planning, "What If" scenarios, projections, and stress tests. It also includes cash flow management, budgeting and forecasting, financial reporting, real-time analytics, customizable reports, access controls and permissions, API access, and third-party integrations. Integrations ### Which third-party tools and platforms does RightCapital integrate with? RightCapital integrates with 2 third-party platforms: Orion Law and Redtail CRM. It connects financial planning workflows with CRM and advisory systems through these native catalog integrations. Getting Started and Support ### What customer support options does RightCapital offer? RightCapital provides email/help desk, phone support, and chat for customer assistance. Support experiences cannot be summarized from reviewer feedback here, but these channels give users direct ways to reach the team for questions, setup help, and account issues. ## Features AI summary Based on 5,408 Financial Reporting reviews Capterra data shows that buyers of Financial Reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) RightCapital includes **Income & Balance Sheet** and **Profit/Loss Statement**, giving teams clear visibility into financial position and business performance over time. However, it does not offer **Accounting**. Instead, it provides other features that Capterra reviewers also rate as important, such as **Billing & Invoicing** (**56%**) and **General Ledger** (**52%**), helping businesses manage client charges, track core financial records, and make more informed reporting decisions. Income & Balance Sheet 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Asset Lifecycle Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage assets throughout their lifecycle to optimize profit Cash Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Strategic Planning 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them "What If" Scenarios 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Chart of Accounts 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A financial statement that lists a company's accounts and details the account type and balance RightCapital 30 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Electronic Payments: Electronically collect payments for goods or services - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Mobile Access: Access software remotely via mobile devices - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic $124.95 Per User,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ Orion Law](https://www.capterra.com/p/15576/Orion/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating Counts reflect reviews available in this feed. 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Erin S. Financial Planner Used the software for: Less than 1 year ### "RightCapital is Great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2026 I have had a great experience overall and would recommend RightCapital. It's intuitive and has great support features. Pros RightCapital feels intuitive to use. I really love the new AI feature that will walk you through how to input information. The AI feature also reviews and finds possible discrepancies or mismatches. Their support team has always been helpful anytime I needed anything. Cons Sometimes toggling between different things is a challenge. If I want to see how cash flows change when I adjust saving or spending, it feels like a lot of clicking to get to what I want to see. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Principal Used the software for: 3-5 years ### "Great Advisor, and Client, Experience!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 9, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. James R. Chief Investment Officer Used the software for: 3-5 years ### "Great product. Great support. Great Value!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 6, 2021 Constantly making improvements. Handles virtually all of my client needs in a financial planning software. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Neil K. Owner Used the software for: 3-5 years ### "Solid Financial Planning Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 7, 2021 Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.