RightCapital Software
Financial Planning Software That Works For You

All Accounts in One Place
Link your financial accounts with automatic daily updates.

See Your Financial Goals
On track for retirement?
Buying a house?
Saving for College?

Track Expenses
Stay on top of your budget and track your expenses.

Unlock More Value!
Retirement, college planning, Social Security Optimization, tax planning, and more.
Setting up your Financial Dashboard is as easy as...
1
Create an account using the brief form.
2
Use the guided process to enter your financial data.
3
View and track your net worth, income, and spending.
Begin Today!
Gather these items to begin the financial planning process:
Income Sources
Wages, pension, or investment income details
Expenses
Fixed and variable expenses, including mortgage, credit card, auto loan, and other liability details
Savings
Bank, investment, and 401k accounts and real estate values
Protection
Life, disability and long-term care insurance, and annuity policy statements or details