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Financial Planning |


RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features. A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.

Data into Capitect


Data from Capitect

  • All client accounts
  • Daily balances
  • Daily positions