Want to quickly analyze your book of business with clear, customizable visuals? Watch Alexus walk through RightIntel’s dashboard to explore insights like client demographics, invested assets, and engagement trends all in one place:

Here’s what’s been going on this week at RightCapital: ➡️ Shortcut Navigation Feature

Check out our latest blog exploring OBBBA's key tax law changes. We dive into the impacts on retirement planning, estate strategies, and charitable giving, and how to model possible scenarios in RightCapital. 👉 rightcapital.com/blog/tax-law-c…

How Alchemi Wealth experienced a successful migration of 900 clients and easy adoption by advisors: rightcapital.com/blog/case-stud…

"The standout is RightCapital, ranked as a market leader in eleven categories and ranked as weak in none." To see why we're still blushing from the Kitces.com Report, "How Financial Advisors Actually Do Financial Planning," read more here: rightcapital.com/blog/key-takea…

Here’s what’s been going on this week at RightCapital: ➡️ Access Settings during Client Onboarding

Here’s how two financial advisors navigate tax-planning discussions in a manner that is easily understandable and empowers clients to make tax-smart decisions: rightcapital.com/blog/how-finan…

Michael noted he can share with clients, “‘I would just like to point out to you that I literally saved you $3,722 in actual taxes last year by finding this opportunity on your tax return.’" rightcapital.com/blog/michael-k…

RightCapital gave this advisor the confidence to charge for a financial plan: Read more: rightcapital.com/blog/case-stud…

Keep your eyes peeled 🍌 for our CFP® CE-approved online seminars: rightcapital.com/blog/webinars

Curious how to show the financial impact of long-term care events and insurance coverage in a client plan? Watch Alexus demo how RightCapital visualizes total costs, proposed coverage, benefit periods, and inflation adjustments so you can clearly illustrate potential gaps and

In this year's T3 survey, RightCapital scored an average user rating of 8.52. To put that into perspective, that is the highest score achieved by any of the Big 3 since RightCapital first entered the survey in 2017. 🤩 rightcapital.com/blog/rightcapi…

Katherine Fox is deeply committed to demystifying the intricate financial situations of current and future inheritors. Katherine’s clients are typically comfortable with technology but are learning how to manage their finances on-the-fly. Read more: rightcapital.com/blog/case-stud…

Learn all about our subscription options here! 👇 rightcapital.com/blog/which-rig…

Many thanks to Kitces.com and all who participated in the August 2025 study, “The Technology That Independent Financial Advisors Actually Use And Like" which revealed RightCapital with the highest satisfaction and value rating of the top three most-used financial

💡 It may take decades for the results of long-term financial planning to come to fruition. In comparison, tax planning provides immediate, measurable benefits, helping advisors strengthen client relationships and justify their fees. 📺 In this video from our RightInsights

We’re excited to share that RightCapital has launched advanced business planning features designed to help advisors deliver expanded value and clarity to business owners. The product enhancement is now available to all RightCapital users. Read more 👉 accessnewswire.com/newsroom/en/bu…

📣 Free this afternoon? Join our special CFP CE-credit webinar exploring college planning essentials, including: 👉 Evaluating education costs and funding strategies 👉 Utilizing tax-advantaged plans: 529s, UTMAs, and UGMAs 👉 Integrating education planning into the overall

Here’s what’s new this week at RightCapital: 🚀 The launch of the Business Module, a fully integrated business analysis tool, a powerful way to evaluate business performance, model revenue and sale scenarios, and track business assets

Don't let your free trial end without exploring everything we have to offer 🌎. rightcapital.com/blog/make-the-…