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RightCapital
Financial planning software with 'Iris', an AI planning agent, plus RightIntel firm intelligence and RightExpress prospecting. ↗ rightcapital.com
Pricing
Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo.
Integrations
- Redtail
- Wealthbox
- Orion
- Black Diamond
- Addepar
- eMoney
- MoneyGuide
- Schwab
- Fidelity
- Pershing
- Altruist
- Tamarac
- Morningstar
- Advyzon
- SS&C
- Nitrogen
Security & compliance claims
None found We found no security claims on the pages we checked.
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
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