RightCapital – Features, Pricing & Reviews 2026 | Krowdbase
RightCapital logo

RightCapital

Financial planning tool that helps advisors manage clients' budgets, create strategies for tax efficiency & forecast retirement plans.

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

Screenshots

screenshot of RightCapital
screenshot of RightCapitalscreenshot of RightCapitalscreenshot of RightCapitalscreenshot of RightCapital

Features

Chart of Accounts
Customizable Reports
Data Import/Export
General Ledger
Income & Balance Sheet
Real-Time Data
Third-Party Integrations
Budgeting/Forecasting
Cash Management
Data Visualization
Financial Analysis
Financial Reporting
Electronic Payments

FAQ

The official website of RightCapital is https://www.rightcapital.com/

Pricing

Starting at:

USD 124.95/per month

Free Trial Available

Reviews(0)

Write a review

RightCapital alternatives

PayPal
PayPal logo

PayPal

PayPal helps businesses manage digital payments, invoicing, and mobile transactions across eCommerce and service workflows. Its most used by marketing, IT services, and retail teams. Reviewers highlight its mobile access and real-time alerts, but...load more

Free Trial AvailableStarting at: USD 0.29/per month
QuickBooks Enterprise
QuickBooks Enterprise logo

QuickBooks Enterprise

Krowdbase Shortlist

QuickBooks Enterprise is a payroll platform used mainly by small businesses in accounting, construction, and retail to manage payroll, invoicing, and reporting. Its standout benefit is the ability to customize and automate financial workflows. While...load more

Free Trial AvailableStarting at: USD 2210/per year
QuickBooks Online
QuickBooks Online logo

QuickBooks Online

Krowdbase Shortlist

QuickBooks Online helps small businesses, especially in accounting, construction, and retail manage accounting, billing, and financial reporting with daily-use tools and mobile access. Reviewers highlight its ease of use and ability to connect with...load more

Free Trial AvailableStarting at: USD 35/per month
Dynamics 365
Dynamics 365 logo

Dynamics 365

Krowdbase Shortlist

Dynamics 365 helps manage customer relationships, business operations, and reporting through centralized tools. Its most used by administrative and IT teams in software services and support roles. Its contact database and integrated business...load more

Free Trial AvailableStarting at: USD 50/per month
Acuity Scheduling
Acuity Scheduling logo

Acuity Scheduling

Self-service appointment scheduling with the world's friendliest scheduling tool, so you can save time for the rest of your to-do list.

Free Trial AvailableStarting at: USD 20/per month
FreshBooks
FreshBooks logo

FreshBooks

Krowdbase Shortlist

FreshBooks is built for small businesses that need fast, reliable invoicing and expense tracking. Its most used by marketing and IT services teams logging billable hours. Users highlight its automation and financial clarity, though pricing and...load more

Free Trial AvailableStarting at: USD 21/per month
Xero
Xero logo

Xero

Krowdbase Shortlist

Xero helps small businesses simplify accounting, invoicing, and reporting. Finance and admin teams value its clean interface and flexible reports. While support and budgeting tools have limits, standout features like profit or loss statements and...load more

Free Trial AvailableStarting at: USD 20/per month
Wrike
Wrike logo

Wrike

Wrike is a project management platform used by small businesses in IT services, marketing, and education to manage tasks, workflows, and timelines. Users highlight its dashboards and collaboration tools as standout features, while some cite a steep...load more

Free Trial AvailableStarting at: USD 10/per month
Procore
Procore logo

Procore

Procore construction management software handles construction projects, resources, people, and financials from planning to closeout.

Free Trial Not Available
QuickBooks Desktop
QuickBooks Desktop logo

QuickBooks Desktop

QuickBooks Desktop helps businesses manage accounting, billing, and financial reporting with customizable templates and detailed profit/loss tracking. Its most used by administrative and finance teams in construction, accounting, and retail. Users...load more

Free Trial AvailableStarting at: USD 1922/per year