RightCapital Financial Planning Software
Felcorp Support's RightCapital capability for financial planning. Dedicated RightCapital support for advisers.
Felcorp's RightCapital capability
RightCapital software capability is included as part of the following Felcorp service areas:
Felcorp Support is in the process of building our expertise on the RightCapital platform as part of our commitment to expanding our US financial planning capabilities. Our paraplanning teams are beginning structured capacity training across RightCapital's retirement planning, tax-sensitive distribution modelling, Roth conversion analysis, and scenario planning modules. As we develop and formalise our proficiency on this platform, we are positioning our offshore teams to support US-based advisory firms with financial plan construction and planning documentation within the RightCapital environment.
Our teams are familiarising themselves with RightCapital's goal-based planning workflows, tax strategy tools, client portal features, and reporting capabilities to deliver paraplanning support for US advisory practices.
What is RightCapital?
RightCapital is a comprehensive financial planning software platform built for US-based financial advisors and registered investment advisers (RIAs). The platform provides goal-based planning with deep capabilities in retirement income modelling, tax-sensitive withdrawal sequencing, Roth conversion analysis, estate planning, and insurance needs assessment. RightCapital has become the fastest-growing planning platform in the US market and leads in adviser satisfaction, with particularly strong adoption among independent RIA firms and XYPN Planning Network members.
RightCapital is recognised for its intuitive client portal, real-time account aggregation with 15+ custodian integrations, and its ability to clearly demonstrate the financial impact of planning decisions through visual scenario comparisons.
Key modules and components
- Retirement planning with goal-based and cashflow-based modelling
- Tax-sensitive withdrawal sequencing and distribution strategy analysis
- Roth conversion modelling with bracket-filling optimisation
- Tax Analyzer with OCR-powered tax return import
- Social Security optimisation tools
- Estate planning with asset transfer and beneficiary modelling
- Insurance needs analysis
- Student loan planning and repayment strategy modelling
- Medicare planning and IRMAA bracket analysis
- Investment planning and asset allocation
- Account aggregation with real-time custodian data feeds
- Client portal and mobile app with collaborative planning interface
- RightExpress for streamlined prospect planning
For more information about RightCapital, visit the official website at rightcapital.com.
