RightCapital

Name: RightCapital
Address: 2 Enterprise Drive, Shelton, CT, 06484, US
Telephone: +18889829596

RightCapital is financial planning software done right.

RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success.

09/01/2026

Announcing the return of RightCapital’s flagship virtual event, RightInsights, on September 24th!

Earn up to 3 free CFP® and IAR CE credits in one day, while exploring how to leverage evolving technology solutions to expand your planning services and deliver greater value to clients.

➡️ 1:00 PM ET — Michael Rose, Cerulli Associates: What Clients Really Want From Financial Planning
➡️ 2:30 PM ET — Jeffrey Levine, Kitces.com: Integrating Tax Planning Across the Financial Plan
➡️ 4:00 PM ET — Alexus Rogers, RightCapital: Harnessing Behaviorial Finance in the Age of AI

Register: https://www.rightcapital.com/webinar/rightinsights-sept-2026/?utm_source=LinkedInXMeta&utm_medium=Social&utm_campaign=RightInsights&utm_content=General

08/28/2026

Advising a client to contribute an extra $100 toward a debt payment is one thing. Showing them it could take years off the payoff is what makes it click.

Here's how to run that conversation: https://www.rightcapital.com/blog/help-clients-manage-debt/

08/27/2026

Here’s what’s new at RightCapital:

➡️ Find opportunities with RightCapital’s AI-powered planning assistant Iris
➡️ Household search enhancements in the Advisor Portal

08/21/2026

If you're rebuilding the same plan setup for every new client, there's a better way:

08/20/2026

Here’s what’s new at RightCapital:

➡️ Expanded Stock Plan Data Entry Options
➡️ Life Insurance PDF Report Enhancements

08/19/2026

"Will I have enough?" and "Should I be spending more?" are two questions clients have about retirement.

Dynamic spending strategies can help you answer both with confidence 👉 https://www.rightcapital.com/blog/dynamic-retirement-spending-strategies/

08/13/2026

Here’s what’s new at RightCapital:

➡️ Contribution Escalation for 401(k), 403(b), and 457(b) Retirement Savings
➡️ Default Advisor Portal Landing Page

08/10/2026

📺 Watch how to explain guardrails visually within RightCapital.

+ read more on dynamic retirement spending strategies: https://www.rightcapital.com/blog/dynamic-retirement-spending-strategies/

08/06/2026

Here’s what’s new at RightCapital:

➡️ Student Loan Repayment Plan Updates

07/30/2026

Here’s what’s new at RightCapital:

➡️ Life Insurance Enhancements

Address

2 Enterprise Drive
Shelton, CT
06484

Telephone

+18889829596

Website

http://rightcapital.com/

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