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RightCapital

RightCapital

Financial planning software

49 ratings
37 reviews
💼 Business
💰 Finance
Free

Details

Released
September 20, 2018
Updated
April 14, 2026

Features

Developer

RightCapital Inc.
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About

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

✓View all financial accounts and investments
✓Link external financial accounts
✓Track expenses with budget module
✓Secure document sharing vault
✓Receive task notifications
✓Improve advisor communication
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What's New in RightCapital

2.13.1

April 14, 2026

This update includes performance improvements and bug fixes to make RightCapital better for you. Feel free to send us any comments or questions – we’d love to hear from you.

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User reviews

Most RecentHighest RatedLowest Rated

Great!

Great!
SBScott B1548

Apple Card support

No Apple Card support
KLKen Laszlo

Convenient overview

The app provides a convenient overview, not much else. Unfortunately, the app hangs and crashes if I attempt to autofill my password while signing in.
Ddavidcalhoun2

TSP

Can’t link TSP. Notified RC and never resolved. Pretty much a useless app.
NNomorewoke

Good, but so much more potential

I like this app, but there are very simple things that are pretty frustrating. For example, there is no back button on mobile app when you click into accounts/investments. Instead, you have to kill and restart the app. I’ve learned to build that into workflow, but man it would be much better if easy UI/UX things like that were addressed.
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BBroganHogan
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FAQ

What does RightCapital do?

RightCapital provides a comprehensive platform to view and track your entire financial life. It allows you to see all your financial accounts and investments in one place, link external accounts, and manage your budget.

How does RightCapital help with financial advisors?

The app significantly improves communication between you and your financial advisor. Your advisor can grant you access to view your consolidated financial data, share documents securely, and send you notifications for upcoming tasks.

Is RightCapital free to use?

Based on the provided information, the app is available for free. There are no mentions of subscription fees or in-app purchases, suggesting it's a complimentary service provided in conjunction with your financial advisor.

What are the main features of RightCapital?

Key features include the ability to view all your financial accounts and investments, link external accounts, track expenses through a budget module, and securely share documents via a vault. You'll also receive notifications for important tasks.

Who is the target audience for RightCapital?

This app is designed for individuals who want a clear and simple way to manage their personal finances and collaborate effectively with their financial advisor. It's for anyone looking to consolidate their financial information and improve communication with their advisor.