RightCapital

Financial planning software

Published by: RightCapital

Description

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.
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RightCapital FAQ

  • Is RightCapital free?

    Yes, RightCapital is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is RightCapital legit?

    🤔 The RightCapital app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.

    Thanks for the vote

  • How much does RightCapital cost?

    RightCapital is free.

  • What is RightCapital revenue?

    To get estimated revenue of RightCapital app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

4.23 out of 5

31 ratings in United States

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Ratings History

RightCapital Reviews

Very Limited

User 1912 on

United States

After spending 20 hours on it I moved back to spreadsheets. This app has a long way to go to live up to its potential. Core functionalities feel unfinished and unintuitive (Creating and comparing plans, budgeting). On top of that, the app somehow misjudges Vanguard funds asset allocation, seemingly defaulting to US stock for mixed asset funds.

Needs work

Geofa on

United States

Sign in is awkward on iPhone ( why not just face recognition) and for the years I have used I have found no way to delete/edit an account. I don’t want to have to contact my financial planner whenever something changes in minor financial ways which is often.

I have to login every day!

economynow on

United States

This app logs out every day. I am so tired of entereing my username and password and am LOSING MY MIND. Please fix!

Crashing

Ksheby on

United States

I don’t want to rate this low but the new update crashed the app. I can’t get in.

Ok

hdhehcjownxiwnd on

United States

Needs Face ID to log in. The text is way too big and makes it hard to read as some numbers and text get cut off (they don't fit on screen ). I agree with others that outside accounts either won't link or won't stay linked. Annoying.

iPad Version?

cracker?ihardlytouchedher on

United States

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.

Realign for the future.

Joshsipodtouch on

United States

While I love the concept of RIGHTCAPITAL, I do feel a realignment for the future needs to happen. The budgeting features need to be significantly enhanced. Please take note from monarch money.

Decent app

ufjjfifjfjdjfbcj ii on

United States

Needs Face ID and a redesign to make things look smoother and more concise. Issues with certain banking authentications causes accounts to become unlinked which is frustrating. Otherwise decent app. I hardly ever use it.

Pretty powerful app. One thing I really don’t like.

ghs180 on

United States

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.

Needs work

rtiangco on

United States

Annoying UX design. Budgeting feature is painful to try and use.

Store Rankings

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RightCapital Competitors

Name
Elements App
The app for advisors & clients
Orion Wealth Management Portal
Orion Mobile
Schwab Advisor Center® Mobile
MyRepChat
Compliant Text Messaging
LPL Account View
On-Site Electronic Deposit
myAdvisorLink
by Advyzon
Osaic Equipt
Altruist Client

RightCapital Installs

Last 30 days

RightCapital Revenue

Last 30 days

RightCapital Revenue and Downloads

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App Info

Category
Finance
Publisher
RightCapital
Languages
English
Recent release
2.8.1 (2 months ago )
Released on
Sep 20, 2018 (6 years ago )
Also available in
United States
Last Updated
1 week ago
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