# RightCapital — Financial planning software > Financial planning and advisor collaboration platform for managing personal finances. (iPhone/iPad app by RightCapital Inc..) - Source: https://appshunter.io/ios/app/rightcapital/id1425772044 (this page in markdown: same URL + `.md`) - Developer: [RightCapital Inc.](https://appshunter.io/developer/1425772043) - Category: Finance, Business - Price: Free - Rating: 3.87/5 from 46 App Store ratings · 37 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 41 MB - Languages: English - Released: 2018-09-20 - Data updated: 2026-08-02 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/rightcapital/id1425772044/reviews.md ## What is RightCapital? RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor. ## Key features - 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 ## Recent user reviews (10 of 37) All indexed reviews: https://appshunter.io/ios/app/rightcapital/id1425772044/reviews.md ### 5/5 — Great! *2026-04-18, version 2.13.1* Great! ### 2/5 — Apple Card support *2026-02-21, version 2.12.2* No Apple Card support ### 3/5 — Convenient overview *2026-02-18, version 2.12.2* 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. ### 1/5 — TSP *2026-02-07, version 2.12.2* Can’t link TSP. Notified RC and never resolved. Pretty much a useless app. ### 3/5 — Good, but so much more potential *2026-01-20, version 2.12.0* 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. ### 3/5 — Buggy. *2025-10-31, version 2.12.0* When you click on any account on your home screen, there is no way to get back to the Home Screen. ### 1/5 — Please update the App to use Face ID *2025-09-10, version 2.11.0* I like your App, but the constant re-entry of credentials is maddening. Please update the App to use Face ID and/or Fingerprint recognition. ### 5/5 — Solid Client Facing Platform *2025-07-13* Extremely limited relative to the browser based version, but focuses on the right functionality for clients who want a mobile app. ### 1/5 — App is terrible *2025-03-16, version 2.9.0* The app does not sync correctly with the website. Many accounts I have linked on the website don’t show on the app. If you add them thru the app, it shows a duplicate account on the website. The app is extremely basic. Definitely needs major improvements. ### 5/5 — Turning Complexity Into Clarity *2025-03-08, version 2.9.0* Having the right strategy makes all the difference. As a Certified Financial Planner (specializing in high net worth dental entrepreneurs, I provide the guidance needed to navigate everything from selling a DSO to estate planning and tax minimization. Tools like RightCapital enhance my process, allowing me to model complex scenarios and create clear, efficient plans that my clients can easily understand and act on. I’m grateful for tools like this that help illustrate the bigger picture and turn complexity into clarity. ## Frequently asked questions about RightCapital ### 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. ## Version history (last 5 releases) ### 2.13.1 — 2026-04-14 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. ### 2.13.0 — 2026-03-24 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. ### 2.12.2 — 2026-01-28 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. ### 2.12.0 — 2025-09-24 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. ### 2.11.0 — 2025-08-26 This update features enhanced brand colors for improved accessibility. Feel free to send us any comments or questions – we’d love to hear from you. ## Apps similar to RightCapital | App | Rating | Price | Category | | --- | --- | --- | --- | | [Client Access](https://appshunter.io/ios/app/client-access/id583365721) | 4.0 (154) | Free | Finance | | [CPS Portal](https://appshunter.io/ios/app/cps-portal/id6447646079) | 2.3 (3) | Free | Finance | | [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) | 4.8 (1,483) | Free | Finance | | [Stifel Wealth Tracker](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137) | 3.2 (183) | Free | Finance | | [The Standard – My Retirement](https://appshunter.io/ios/app/the-standard-my-retirement/id1515369238) | 4.3 (60) | Free | Finance | | [Work, Save, Retire](https://appshunter.io/ios/app/work-save-retire/id1587203498) | 1.5 (28) | Free | Finance | ## Related topics [right capital](https://appshunter.io/ios/topics/right-capital) · [assetmark](https://appshunter.io/ios/topics/assetmark) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-02.*