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Private Wealth Daily

Alternatives to RightCapital

RightCapital makes financial planning software for financial advisors, sold per advisor with an enterprise tier for larger teams. Advisors use it to build client plans, run scenarios and share results through a client portal and mobile app. Read the RightCapital profile.

10 vendors in the same categories, closest match first.

RetirementView Pro

Desktop retirement projection software that lets advisors build a visual retirement picture with clients

  • RIAs
  • Insurance

Financial planningSubscription

Ortec Finance

Goal-based financial and wealth planning software for banks and wealth managers

  • Banks and trust companies
  • Asset managers

Financial planning

Voyant

Cash flow and advanced wealth planning software for advisors

  • RIAs
  • Broker-dealers
  • Family offices
  • Banks and trust companies

Financial planningPer seat

WealthTec

Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy

Financial planningPer seat

EstateView

Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors

  • RIAs

Financial planningPer seat

Finology Software

Student loan planning software for financial advisors: federal repayment, IDR and PSLF modeling, client reports

  • RIAs

Financial planningPer seat

Advisys

Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers

  • RIAs
  • Broker-dealers
  • Insurance
  • Banks and trust companies

Financial planningPer seat

Tick up to three vendors to compare with RightCapital.
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