RightCapital Financial Advisor Blog

When Brooke Martinez became an independent planner with Western Wealth Management, she took her time researching different financial planning tools and ultimately decided on RightCapital because of a few “non-negotiables”.

In 2023, there were more than 60 updates that help advisors visualize cash inflows and outflows with Cash Flow Maps, stay organized with a major Tasks enhancement, maintain order of shared documents with Vault updates, and more.

Nicole Burdick was an eMoney user and transitioned to RightCapital when establishing her own firm. Nicole was looking for a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.

Bonnie Maize of Maize Financial uses flexible, affordable, easy-to-understand, and collaborative technology to provide access to quality financial planning services to all.

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY think we are the best.

We sat down with Matt Kansy, RD, CPT to discuss how financial advisors can “Lower Stress and Become More Resilient”.

In case you’re not caught up (totally understandable), we’ve summarized 10 of our favorite things advisors can now do, with RightCapital platform updates made last year.

Discover improvements and enhancements to our financial planning software from Q3 2022, including our popular Blueprint visual feature, notification center, new Snapshot widgets, and more!

When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.

RightCapital's lead generation tool is designed specifically for financial advisors to help them generate, nurture, and convert leads into clients.

If you haven’t gotten through all of our weekly emails or if you’re not yet a subscriber, here’s a rundown of some of the enhancements we were most proud to share from January through March!

Whether you are looking to adjust your own productivity or health habits or hoping to influence your clients to form better financial habits, we wanted to share what we learned and loved from "Atomic Habits" by James Clear.

Our client portal is interactive, but advisors have the flexibility to decide which features their clients can view and edit. You’re still the advisor, but your client will gain confidence and trust by being a part of the journey. If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.

Learn how Katie Brewer CFP® started Your Richest Life and how she uses technology to provide personalized financial planning services virtually to Gen X/Y clients.