Great!
Great!
Apple Card support
No Apple Card support
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.
TSP
Can’t link TSP. Notified RC and never resolved. Pretty much a useless app.
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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Buggy.
When you click on any account on your home screen, there is no way to get back to the Home Screen.
Please update the App to use Face ID
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.
Solid Client Facing Platform
Extremely limited relative to the browser based version, but focuses on the right functionality for clients who want a mobile app.
App is terrible
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.
Turning Complexity Into Clarity
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.
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.
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Very Limited
After spending 20 hours on it I moved back to spreadsheets. This app has a long way to go to live up to its potential. Core functionalities feel unfinished and unintuitive (Creating and comparing plans, budgeting). On top of that, the app somehow misjudges Vanguard funds asset allocation, seemingly defaulting to US stock for mixed asset funds.
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Needs work
Sign in is awkward on iPhone ( why not just face recognition) and for the years I have used I have found no way to delete/edit an account. I don’t want to have to contact my financial planner whenever something changes in minor financial ways which is often.
I have to login every day!
This app logs out every day. I am so tired of entereing my username and password and am LOSING MY MIND. Please fix!
Crashing
I don’t want to rate this low but the new update crashed the app. I can’t get in.
Ok
Needs Face ID to log in. The text is way too big and makes it hard to read as some numbers and text get cut off (they don't fit on screen ). I agree with others that outside accounts either won't link or won't stay linked. Annoying.
iPad Version?
I’m not a fan of the shrunk down iPhone version of any app and the same goes for this one. Overall, the app has potential though, and as an advisor I know how much RC has added to the capabilities in the few short years since it launched.
Realign for the future.
While I love the concept of RIGHTCAPITAL, I do feel a realignment for the future needs to happen. The budgeting features need to be significantly enhanced. Please take note from monarch money.
Good start, just needs more from the web app
I'm a financial advisor using RightCapital for my own clients and myself. Overall I love the software and I think it is a top-shelf planning product. If they continue applying this level of analytics and visual quality to other financial planning concepts, nobody will be able to touch them.
This app, like the web product, is clean and easy to read, and intuitive to use for what it does. Outside of a few small UI gripes, my biggest complaint is that I want to see the app do more. At the moment, all it can do is:
A Net Worth summary and account aggregation.
An Asset Allocation pie chart.
Tasks.
Vault.
Each of these is about as clean and easy to use as it could be - I just want to see more. Some ideas:
Expand the Dashboard by adding the ability to choose the same widgets that are available in the Snapshot.
In the Dashboard, allow me to see account value history and/or projected values by clicking on each account. Currently, clicking an account shows me the name, institution, and value, all of which I can see on the mainpage of the Dashboard.
Add the Cash Flow waterfall and breakdown charts with the slider for every year of the plan. Maybe clicking on one part of the chart expands it to show more detail?
Add a few analysis tools like Debt Management, Retirement Confidence, and Tax Brackets and Roth Conversions.
For the UI, my biggest complaint is the login process. I get kicked out every day or two and have to log back in but I can't use my password manager.
Overall, bravo to the Right capital team, and keep up the good work! If you made all of the above changes to the app, at the level of quality with which you've done everything else, I would happily award 5 stars.
This app, like the web product, is clean and easy to read, and intuitive to use for what it does. Outside of a few small UI gripes, my biggest complaint is that I want to see the app do more. At the moment, all it can do is:
A Net Worth summary and account aggregation.
An Asset Allocation pie chart.
Tasks.
Vault.
Each of these is about as clean and easy to use as it could be - I just want to see more. Some ideas:
Expand the Dashboard by adding the ability to choose the same widgets that are available in the Snapshot.
In the Dashboard, allow me to see account value history and/or projected values by clicking on each account. Currently, clicking an account shows me the name, institution, and value, all of which I can see on the mainpage of the Dashboard.
Add the Cash Flow waterfall and breakdown charts with the slider for every year of the plan. Maybe clicking on one part of the chart expands it to show more detail?
Add a few analysis tools like Debt Management, Retirement Confidence, and Tax Brackets and Roth Conversions.
For the UI, my biggest complaint is the login process. I get kicked out every day or two and have to log back in but I can't use my password manager.
Overall, bravo to the Right capital team, and keep up the good work! If you made all of the above changes to the app, at the level of quality with which you've done everything else, I would happily award 5 stars.
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Decent app
Needs Face ID and a redesign to make things look smoother and more concise. Issues with certain banking authentications causes accounts to become unlinked which is frustrating. Otherwise decent app. I hardly ever use it.
Pretty powerful app. One thing I really don’t like.
The app has a pretty nice design, with a lot of powerful features by comparison to the run of the mill consumer financial tracking app.
One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.
One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.
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