RightCapital
Financial planning software with tax features, a client portal and an AI planning agent.
rightcapital.comRightCapital sells planning software to advisors. Its site lists tax planning tools for Roth conversions and withdrawals, a risk assessment, AI-assisted data entry, a client portal and mobile app, and an AI agent called Iris.
The company was founded in 2015 by brothers Shuang Chen and Song Chen, according to press coverage, and has been reported as based in Shelton, Connecticut. It offers a 14-day free trial.
What it does
- Comprehensive planning
- Tax planning tools
- Risk assessment
- Client portal
- AI planning agent
Named by others in this directory
Coverage
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