RightCapital

Name: RightCapital
Rating: 3.8 (45 reviews)
Author: RightCapital Inc.

Financial planning software

Only for iPhone

Free · Designed for iPhone

45 Ratings
Ages

4+
Years
Category

Finance
Developer

RightCapital Inc.
Language

EN
English
Size

32.1
MB

iPhone

RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.

Ratings & Reviews

3.8

out of 5

45 Ratings

Pretty powerful app. One thing I really don’t like.
07/10/2023

ghs180
The app has a pretty nice design, with a lot of powerful features by comparison to the run of the mill consumer financial tracking app.One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.
Pretty powerful app. One thing I really don’t like.
07/10/2023

ghs180

The app has a pretty nice design, with a lot of powerful features by comparison to the run of the mill consumer financial tracking app.One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.
iPad Version?
03/07/2024

cracker?ihardlytouchedher
I’m not a fan of the shrunk down iPhone version of any app and the same goes for this one. Overall, the app has potential though, and as an advisor I know how much RC has added to the capabilities in the few short years since it launched.
iPad Version?
03/07/2024

cracker?ihardlytouchedher

I’m not a fan of the shrunk down iPhone version of any app and the same goes for this one. Overall, the app has potential though, and as an advisor I know how much RC has added to the capabilities in the few short years since it launched.
Turning Complexity Into Clarity
03/08/2025

Tim McNeely
Having the right strategy makes all the difference. As a Certified Financial Planner (specializing in high net worth dental entrepreneurs, I provide the guidance needed to navigate everything from selling a DSO to estate planning and tax minimization.Tools like RightCapital enhance my process, allowing me to model complex scenarios and create clear, efficient plans that my clients can easily understand and act on.I’m grateful for tools like this that help illustrate the bigger picture and turn complexity into clarity.
Turning Complexity Into Clarity
03/08/2025

Tim McNeely

Having the right strategy makes all the difference. As a Certified Financial Planner (specializing in high net worth dental entrepreneurs, I provide the guidance needed to navigate everything from selling a DSO to estate planning and tax minimization.Tools like RightCapital enhance my process, allowing me to model complex scenarios and create clear, efficient plans that my clients can easily understand and act on.I’m grateful for tools like this that help illustrate the bigger picture and turn complexity into clarity.
Good, but so much more potential
Jan 20

BroganHogan
I like this app, but there are very simple things that are pretty frustrating. For example, there is no back button on mobile app when you click into accounts/investments. Instead, you have to kill and restart the app. I’ve learned to build that into workflow, but man it would be much better if easy UI/UX things like that were addressed.
Good, but so much more potential
Jan 20

BroganHogan

I like this app, but there are very simple things that are pretty frustrating. For example, there is no back button on mobile app when you click into accounts/investments. Instead, you have to kill and restart the app. I’ve learned to build that into workflow, but man it would be much better if easy UI/UX things like that were addressed.

This update includes performance improvements and bug fixes to make RightCapital better for you. Feel free to send us any comments or questions – we’d love to hear from you.

Version 2.12.2

Jan 28

Data Linked to You

The following data may be collected and linked to your identity:
- Identifiers
- Usage Data
- Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller
Size
Category
Compatibility
Languages
Age Rating
Copyright

Privacy Policy

You Might Also Like

Altruist Client

The way money should feel.
Jump AI

AI for wealth managers
MyRepChat

Compliant Text Messaging
Elements App

The app for advisors & clients
Schwab Advisor Center® Mobile

Finance
myAdvisorLink

by Advyzon
LPL Events

Finance
Black Diamond Wealth Platform

Finance
Advyzon

By Advyzon
Osaic Equipt

Finance