RightCapital is a financial and tax planning software solution.
RightCapital is a financial and tax planning software solution.
Customer Reviews
Amanda F.
Advanced user of RightCapital5 best features IMHO: 1) intuitive and easy to use. 2) mobile app is very appealing to younger clients I'm trying to attract. 3) Budgeting software is pulls right from the transactions accounts! No more guessing or manual entry. 4) connects seamlessly to Broadridge and pulls all my client's data in 5) the student loan module is very timely! So many Millenials are swimming in loans and this feature can help me create a niche in the medical market I'm gaining a foothold.
I've recently discovered that my firm has partnered with another financial planning firm making their solutions possibly more affordable. Time will tell.
Evaluating Roth Conversions during the tax "sale" has been really helpful. Haven't recommended a conversion but have helped illustrate the usefulness in funding more of the Roth side of the client's 401k over the next several years while taxes are lower and the brackets are wider.