A modern financial planning platform offering retirement planning, tax planning, estate planning, and client collaboration tools. Features interactive dashboards, scenario modeling, and plan monitoring capabilities.
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
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Goal creation wizard Intuitive interface for creating various types of financial goals (retirement, education, home purchase, etc.) |
RightCapital offers a goal creation flow for a wide range of financial objectives, as seen in their marketing materials and feature guides. | |
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Goal prioritization Ability to rank and prioritize multiple financial goals |
Public product documentation references goal prioritization, allowing clients to order and focus on the most significant financial goals. | |
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Goal progress tracking Visual indicators of progress toward financial goals |
Interactive dashboards and plan monitoring display real-time goal progress, based on platform feature descriptions. | |
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Goal adjustment tools Ability to adjust goals based on changing circumstances |
Users can change inputs and adjust goals directly within the software, which is featured in marketing videos and help resources. | |
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What-if scenarios Simulation tools to test different financial scenarios and their impact on goals |
Scenario modeling, explicitly mentioned as a key capability, enables what-if testing for financial planning. | |
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Automated goal recommendations AI-driven suggestions for realistic goal setting based on client financial profile |
No information available | |
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Multi-timeline visualization Ability to view multiple goals across different time horizons simultaneously |
No information available | |
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Goal linkage to accounts Direct connection between specific accounts/investments and designated goals |
Financial goals can be connected to individual accounts and savings vehicles, as described in product guides. | |
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Goal-based reporting Customized reports showing progress toward specific financial goals |
Reports and dashboards are goal-based; customizable reports showing goal progress are well-documented. | |
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Maximum number of goals The maximum number of distinct financial goals that can be tracked simultaneously |
No information available |
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Portfolio rebalancing Automated or manual tools to rebalance investment portfolios to target allocations |
The platform offers portfolio rebalancing functionality (manual and automated), as stated in solution features. | |
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Model portfolios Pre-configured investment models based on risk profiles and objectives |
Includes model portfolios based on risk assessments, as shown in publicly available product demos. | |
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Custom asset allocation Ability to create and implement custom asset allocation strategies |
Support for custom asset allocations is available to advisors/users, per user guides. | |
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Tax-loss harvesting Tools to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting is included in investment management features. | |
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ESG/SRI screening Capabilities for environmental, social, governance or socially responsible investment screening |
Documentation references ESG/SRI screening options for investment selection. | |
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Performance reporting Detailed performance analytics including returns, benchmarking, and attribution |
Comprehensive performance reporting is a promoted feature. | |
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Risk analytics Advanced risk measurement tools including volatility, drawdown, and stress testing |
Risk analytics, such as stress testing and volatility measures, are described in the platform overview. | |
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Alternative investment support Ability to include and analyze alternative investments within portfolios |
Alternative investments like real estate and private equity can be modeled, per marketing and support pages. | |
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Asset location optimization Tools to optimize which investments are held in which account types for tax efficiency |
No information available | |
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Portfolio optimization tools Advanced optimization algorithms to maximize returns for given risk levels |
Portfolio optimization tools are discussed in feature summaries. | |
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Maximum securities tracked The maximum number of individual securities that can be monitored within portfolios |
No information available |
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Retirement income projections Tools to project income needs and sources during retirement |
Retirement income projections are a core element of the platform. | |
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Social Security optimization Analysis tools for optimizing Social Security claiming strategies |
Social Security optimization, including various claiming strategies, is highlighted in planning tools. | |
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Monte Carlo simulations Probability-based analysis of retirement outcomes using multiple scenarios |
Monte Carlo simulations are directly referenced in user manuals and featured on the website. | |
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Required Minimum Distribution calculator Tools to calculate and plan for RMDs from retirement accounts |
RMD (Required Minimum Distribution) calculators are available for retirement account planning. | |
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Longevity risk analysis Analysis of the impact of different life expectancies on retirement plans |
Longevity risk (lifespan and outliving assets) is addressed within the scenario analysis functionality. | |
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Healthcare cost projections Estimates of healthcare and long-term care costs in retirement |
Healthcare cost estimation and projections are part of the retirement modeling suite. | |
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Retirement account optimization Analysis of optimal contributions and withdrawals across different retirement account types |
Retirement account optimization, including tax implications, is explicitly listed as a feature. | |
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Retirement income strategies Tools for modeling different retirement income strategies (e.g., bucket approach, systematic withdrawals) |
Supports various retirement income strategies (e.g., bucket, systematic withdrawals), per advisor documentation. | |
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Retirement lifestyle modeling Ability to model different spending patterns and lifestyles in retirement |
No information available | |
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Simulation iterations The number of iterations used in Monte Carlo simulations for statistical reliability |
No information available |
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Tax projection tools Capability to project tax liabilities under various scenarios |
Tax projection under various income and withdrawal scenarios is a highlighted and demoed capability. | |
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Tax-efficient withdrawal strategies Analysis of optimal account withdrawal sequences to minimize taxes |
Tax-efficient withdrawal strategies are supported by the platform and shown in product tour videos. | |
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Capital gains planning Tools to manage and optimize capital gains realization |
Capital gains planning tools are described in tax modules and tutorials. | |
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Charitable giving strategies Analysis of tax-efficient charitable giving options |
Charitable giving strategy models and calculators are in tax and estate planning documentation. | |
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Estate tax planning Tools for estimating and planning for potential estate taxes |
Estate tax estimation and planning are covered under the estate planning module. | |
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Tax bracket management Strategies to manage income levels relative to tax brackets |
Income level management with tax bracket awareness appears in planning module tutorials. | |
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Tax-loss carryforward tracking Ability to track and utilize tax losses carried forward from previous years |
Tax-loss carryforward is mentioned in tax planning help documents. | |
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Alternative Minimum Tax analysis Tools to project and plan for potential AMT implications |
Alternative Minimum Tax (AMT) analysis is available in the tax planning section. | |
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Multi-state tax planning Support for tax planning across multiple state jurisdictions |
No information available | |
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Tax update frequency How frequently the system updates tax rates, brackets, and rules |
No information available |
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Estate distribution modeling Tools to model different estate distribution scenarios |
Estate distribution scenario modeling is featured in the estate planning module. | |
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Trust planning tools Support for analyzing different trust structures and their implications |
Trust and beneficiary planning tools are included for estate planning, as seen in product walkthroughs. | |
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Beneficiary management Tracking and management of beneficiary designations across accounts |
Beneficiary management is documented for all integrated accounts. | |
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Gifting strategy analysis Tools to optimize lifetime gifting strategies |
Gifting strategies and projections are included in advanced estate planning features. | |
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Business succession planning Support for planning business ownership transfers |
No information available | |
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Estate document inventory Secure storage and management of estate planning documents |
The document vault allows for storage and management of estate planning and legal documents. | |
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Dynasty planning Multi-generational estate planning tools |
No information available | |
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Charitable legacy planning Tools for incorporating charitable giving into estate plans |
Charitable legacy planning is an option within estate and giving modules. | |
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Estate tax projection Projection of potential estate tax liabilities under different scenarios |
Estate tax projections for various scenarios are standard in the estate planning section. | |
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Maximum generations modeled The number of family generations that can be included in wealth transfer planning |
No information available |
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Client portal Secure online access for clients to view their financial plans and information |
A secure client portal is a highlighted client-facing feature in product pages. | |
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Mobile app access Dedicated mobile application for client access on smartphones and tablets |
RightCapital has a mobile app for both advisors and clients. | |
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Document sharing Secure exchange of documents between advisors and clients |
Secure document sharing is built into the client portal. | |
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Co-browsing capability Ability for advisors and clients to simultaneously view and interact with the same screens |
No information available | |
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Client task management Assignment and tracking of client action items |
Advisor-client task management is available in the collaboration toolkit. | |
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Virtual meeting integration Built-in or integrated video conferencing capabilities |
Virtual meeting integration (e.g., Zoom, others) is supported in platform integrations. | |
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Collaborative goal setting Tools allowing clients and advisors to collaboratively establish financial goals |
No information available | |
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Notification system Customizable alerts and notifications for clients and advisors |
Customizable notifications for advisors and clients are available and shown in product feature lists. | |
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Client feedback tools Mechanisms for collecting and managing client feedback |
No information available | |
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Maximum document storage The maximum amount of document storage available for client files |
No information available |
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Account aggregation Ability to automatically collect and consolidate data from multiple financial institutions |
Account aggregation—automatic collection of bank and investment account data—is a standard capability. | |
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Banking integration Direct connections to banking systems for transaction data |
Direct banking integrations are supported and documented for data refresh and transaction sync. | |
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Investment platform integration Direct connections to investment platforms and custodians |
Connections to investment platforms and custodians included (see integrations page). | |
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CRM integration Connectivity with customer relationship management systems |
CRM system integrations (Redtail, Wealthbox, others) are natively supported. | |
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Document management integration Connections to document management systems |
Document management system support exists for managing and attaching files. | |
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Tax software integration Ability to share data with tax preparation software |
Export to tax software is listed in API and integration specifications. | |
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API availability Availability of APIs for custom integrations with other systems |
Comprehensive API access is mentioned for custom integrations in technical docs. | |
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Data import capabilities Support for manual data imports from various file formats |
Data import from Excel/CSV is supported. | |
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Real-time data updates Frequency of automatic data refreshes from integrated sources |
Real-time data updates are included for most major account aggregation sources. | |
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Number of supported institutions The number of financial institutions supported for direct data aggregation |
No information available |
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Customizable reporting Ability to create and customize client-facing reports |
Customizable reporting is highlighted and demoed as a main product strength. | |
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Interactive dashboards Dynamic visualization tools for exploring financial data |
Interactive dashboards are explicitly featured in all product demos. | |
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Scenario comparison Side-by-side comparison of different financial scenarios |
Scenario comparison and side-by-side projections are part of scenario modeling features. | |
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White-labeling options Ability to brand reports with advisor/firm branding |
White-labeling report branding options available for advisors/firms. | |
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Scheduled reporting Automated generation and delivery of periodic reports |
Scheduled report generation and delivery are listed as available functionalities. | |
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Benchmark comparison Ability to compare performance against relevant benchmarks |
Benchmark comparisons are included in reporting/analytics. | |
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Peer group analytics Comparison of client situations against similar demographic groups |
Peer group analytics are mentioned as part of detailed plan analytics. | |
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Export capabilities Options for exporting reports in various formats (PDF, Excel, etc.) |
Export to PDF, Excel, and other formats is available in the reporting tools. | |
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Regulatory compliance reporting Generation of reports required for regulatory compliance |
Regulatory compliance reporting is available for required disclosures. | |
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Report generation speed The average time required to generate complex financial reports |
No information available |
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Data encryption Encryption of sensitive data both in transit and at rest |
Data encryption both in transit and at rest is claimed on the security page. | |
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Multi-factor authentication Additional security layers beyond password protection |
Multi-factor authentication is mentioned as mandatory for client/advisor logins. | |
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Role-based access control Granular permission settings based on user roles |
Role-based access control for advisors, staff, and clients is described in admin docs. | |
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Audit logging Detailed tracking of all system access and changes |
Audit logging for user and advisor actions is available for compliance. | |
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Regulatory compliance frameworks Built-in support for regulatory requirements (GDPR, CCPA, etc.) |
Support for GDPR and similar frameworks referenced in privacy policies. | |
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Data residency options Control over geographic location of data storage |
No information available | |
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Secure client communication Encrypted communication channels with clients |
All communications with clients are encrypted end-to-end according to the security statement. | |
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Vulnerability testing Regular security testing and vulnerability assessments |
Regular vulnerability testing is described in annual security audit summaries. | |
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Disaster recovery Comprehensive backup and recovery capabilities |
Disaster recovery and backup are covered in compliance documentation. | |
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Security certification level The level of external security certification achieved (SOC 2, ISO 27001, etc.) |
Externally audited for security compliance (SOC 2 certification listed). |
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