Financial planning software done just right

See also the short video below

Harness the industry’s first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. Our comprehensive suite of tools provides: Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows and more.

Create a financial plan in just 10 minutes! No training required.

The industry’s most intuitive user interface makes your job easier. No need to sit through training videos or waste time studying user manuals. That’s why we call RightCapital’s solutions “simply sophisticated” – you’ll appreciate the rigor we put into the calculations and scenario planning while enjoying a simple operating system.