RightCapital pricing
4 plans read from rightcapital.com
Basic$149.95 a year Per advisor per month; all plans require an annual commitment for the first year.Retirement, tax, insurance, investment, estate, business, and college planning · secure document vault · 40+ integrations · live support Read 2 Oct 2026 · rightcapital.com
Premium$209.95 a year Per advisor per month; all plans require an annual commitment for the first year.All Basic features · account aggregation · budgeting tools · Tax Analyzer · Iris AI planning agent · RightRisk assessment · one assistant access for an additional fee Read 2 Oct 2026 · rightcapital.com
Platinum$254.95 a year Per advisor per month; all plans require an annual commitment for the first year.All Premium features · team collaboration · custom asset classes · firm-level assumptions and data models · RightFlows workflows · assistant access for an additional fee Read 2 Oct 2026 · rightcapital.com
EnterprisePriced on request Contact Sales.Custom offering · firm-level insights · unified licensing and billing · API access · firm-level controls · compliance tracking Read 2 Oct 2026 · rightcapital.com
In short
- RightCapital has a free plan (Enterprise).
- A free trial is offered.
- Paid plans published: 3, from $149.95 a year.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| MoneyGuide | $10.42/mo | No | Yes |
| FundCount | $333.33/mo | No | No |
| Advisor360° CRM | — | No | No |
| Addepar | — | No | No |
| eMoney Advisor | — | No | Yes |
| Advyzon | — | No | No |
| Croesus Advisor | — | No | No |
| Masttro | — | No | No |