RightCapital

09/23/2025

💡 It may take decades for the results of long-term financial planning to come to fruition. In comparison, tax planning provides immediate, measurable benefits, helping advisors strengthen client relationships and justify their fees.

📺 In this video from our RightInsights event earlier this year, Michael Kitces, Chief Financial Planning Nerd of Kitces.com notes that "Tax planning becomes one of these super tangible things like 'I saved you this (amount of money).'"

📰 Learn more from "Why and How Financial Advisors Are Going Deeper on Tax Planning in 2025": https://www.rightcapital.com/blog/michael-kitces-tax-planning-financial-advisors/

09/16/2025

Curious how to show the financial impact of long-term care events and insurance coverage in a client plan? Watch Alexus Rogers demo how RightCapital visualizes total costs, proposed coverage, benefit periods, and inflation adjustments so you can clearly illustrate potential gaps and planning opportunities.

08/28/2025

Want to quickly analyze your book of business with clear, customizable visuals? Watch Alexus Rogers walk through RightIntel’s dashboard to explore insights like client demographics, invested assets, and engagement trends all in one place:

05/22/2024

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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.

03/14/2023

Join us this Thursday, March 16 at 1 PM ET as we unpack how advisors can help clients save more and smarter using Workplace Retirement Savings Plans. Register here 👉 http://ow.ly/HfBh50Ni0Ue

01/10/2023

Join us this Thurs Jan 12 at 1 PM ET to get the deets on .0 and how to apply them in your planning practice. This free CFP® CE-approved webinar will illustrate how to engage clients around tax planning, including Roth conversions and tax-efficient savings strategies. Register here 👉 http://ow.ly/AUyv50MhEhU (for financial advisors only)

01/05/2023

Join us for a CFP® CE-approved webinar on SECURE Act 2.0 next Thurs Jan 12th at 1 PM ET. Gain an understanding of the key provisions in .0 and how to apply them in your planning practice. Register here 👉 http://ow.ly/tyNM50MhEhX (for financial advisors only)

01/03/2023

News Alert: RightCapital adds SECURE Act 2.0 updates to help financial advisors deliver the most accurate, up-to-date financial plans. Join us for a CFP® CE-approved webinar on Thurs, Jan 12th at 1 PM ET to learn how to leverage new planning opportunities introduced by SECURE 2.0. Read more 👉

/PRNewswire/ -- RightCapital, the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key...

12/23/2022

Advisors who scale with the right technology solutions position themselves as industry leaders. Other firms will try to emulate what you do. Your peers will seek you out for practice management tips and “secrets” to your success. Learn how RightCapital and our partners can help you get there.

RightCapital integrations make connecting with clients and distributors a more seamless process. We offer practice management tools, a client portal with data your clients value, and accurate performance and analytics integrations.