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, track your expenses, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.
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.
Ratings and ReviewsSee All
Great experience so far
Really cool to be able to check my finance plan on the go. Also, easier way to stay on the same page with my advisor. I would like it if they made a more convenient way to login, instead of having to put in my email and password every time. In general, really good app!
On its way
Empower retirement (significant player in 401k game) accounts wont link. Continue to get “error” without ability to submit ticket or fix.
Also there’s no way to link third party accounts that aren’t bank accounts or investment accounts. For example I have a real estate fund with a website, portal, etc. but there’s no way to link.
Hopefully their developers continue to enhance the app otherwise this will get swallowed up by a big company who can do it comprehensively and right from the jump.
My financial advisor set this up for me and it is AWESOME! I can run through scenarios and strategies and see their implications and see my up to date net worth from my pocket. Love having that data at my fingertips!
With Family Sharing set up, up to six family members can use this app.