# RightCapital Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about RightCapital Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/210548/RightCapital --- # RightCapital Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $124.95 Per User, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.rightcapital.com&name=RightCapital) ## 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 4.7 (3) VS. [4.2 (2,018)](https://www.capterra.com/p/135757/NetSuite/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 4.3 (3) Ease Of Use 4.0 (1,974) Value For Money 5.0 (3) Value For Money 3.9 (1,564) Customer Service 4.7 (3) Customer Service 3.8 (1,668) ## RightCapital alternatives [4.3 (677)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% 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 [4.3 (135)](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 Highest Rated [4.4 (3,286)](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 [View all alternatives](https://www.capterra.com/p/210548/RightCapital/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Manage assets throughout their lifecycle to optimize profit Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances A financial statement that lists a company's accounts and details the account type and balance Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Graphical representation of data Electronically collect payments for goods or services Plan, pay and track business related expenses. Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Access software remotely via mobile devices Estimate or forecast of a future scenario based on the study of present trends Analyze and gain insights into data in real-time Receive data and information in real time Set & manage permission levels based on user roles and restrict access to only authorized individuals Develop potential scenarios to identify risks and opportunities At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Set up connections to third-party platforms to improve business processes 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 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (3) Free Trial Basic $124.95 Per User,Per Month Value for money 5.0 (3) 5.0 Based on 3 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 4.7 (3) 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 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JJ Jamie J. Chief Investment Officer Investment Management ### "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 4, 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. Alternatives considered [eMoney Advisor](https://www.capterra.com/p/119135/emX/) [Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/) Reasons for choosing RightCapital Much lower price point. Modern look and feel. Integration with other pieces. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JS Jeffrey S. Principal Financial Services ### "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 8, 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. Switched from [Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NK Neil K. Owner Financial Services ### "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 3, 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)