Financial Planning App

Organize all your accounts in one place, track your net worth, understand where your money goes, and reduce unwanted spending - all at your fingertips

RightCapital Financial planning app displayed on computer, mobile, and tablet.

Financial planning app and web tool

We believe in giving people the tools and resources they need to meet their financial goals. Tools like our powerful next-gen software which is easy to use, has an intuitive interface, takes a holistic approach to planning, and offers advice-based strategies.

Our free financial planning app gives you the industry’s first integrated financial and tax planning solution. The app enables you to:

  • Create a financial plan for retirement
  • Optimize your income tax strategies
  • Review your budget and categorize transactions
  • View options to see your probability of success
  • Receive important notifications regarding your upcoming tasks
  • Review your portfolio

Create a simple financial plan in as little as 10-minutes

Through a variety of modules, our cutting-edge RightCapital technology helps you determine how prepared you are for retirement. The software enables you to understand your flow of assets at the end of life, including possible estate tax ramifications, and it can illustrate optimal withdrawal strategies, including Roth conversions. You’ll be able to see the impact of your decisions when you start receiving social security benefits, and it can help you optimize solutions to maximize your social security income. There are also options to help you with Medicare planning.

RightCapital is simple to use and provides you with a one-stop aggregation for your bank, credit card, and investment accounts. It can assist you with budgeting and tracking your spending so you can manage expectations when it comes to future spending. It can also illustrate a variety of scenarios when it comes to repaying student loan debt.

What’s more, the software allows you the flexibility to log in whenever and wherever you want, using a computer, tablet, or our convenient mobile app. Download the RightCapital financial planning app on the App Store, Google Play, or create an account and start changing your financial future today.

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