RightCapital is a financial planning software brand serving modern financial advisors and firms. Its platform is designed to simplify planning, strengthen client engagement, and help advisory practices scale efficiently. Tools support interactive retirement planning, allowing advisors to illustrate scenarios and stress tests, alongside tax planning features for modeling Roth conversions, tax-efficient withdrawals, asset location, and potential tax savings. Advisors can review insurance needs and assess household risk tolerance as part of a broader planning process.

For communicating recommendations, Snapshot creates personalized summaries, while Blueprint presents household net worth, goals, income, savings, and expenses through visual plan displays. Cash Flow Map helps explain annual sources and uses of money. A client portal and mobile app support collaboration through real-time updates, tasks, and document sharing. Additional capabilities include workflows, firm intelligence, prospecting tools, AI-assisted planning and data entry, and cash-flow reviews. RightCapital also offers integrations, educational resources, advisor support, webinars, and demo and trial options.