FNZ Portfolio Manager vs RightCapital
FNZ Portfolio Manager
fnz.com
RightCapital
rightcapital.comSide by side
| Figure | FNZ Portfolio Manager | RightCapital |
|---|---|---|
| Price from | — | $12.50/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 0 | 4 |
| Spec score · Wealth Management | 7.3 (#11) | 7.7 (#7) |
| Integrations | FNZ describes its broader wealth platform as cloud-native and API-enabled, with integration to third-party systems; the Portfolio Manager page does not name specific integrations. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| Purpose | FNZ Portfolio Manager is an integrated solution for efficient, scalable, and compliant portfolio management. | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. |
Plans
RightCapital
- Basic$149.95 a year
- Premium$209.95 a year
- Platinum$254.95 a year
- EnterprisePriced on request
In their own words
FNZ Portfolio Manager
FNZ Portfolio Manager has no write-up on Specifiction yet; its figures are above.
RightCapital
RightCapital is financial planning software for financial advisors, with tools for retirement projections, tax planning, and client communication. Advisors can compare retirement scenarios using Monte Carlo simulations and stress tests, and analyze tax-return data to model Roth conversions, equity allocation, and tax-efficient withdrawals. Snapshot creates personalized plan summaries for sharing as a PDF or through the secure client portal. Clients can use the portal and mobile app to view net worth, track budgets, edit transactions, and upload documents to the Vault. The software supports cash-flow, goal, insurance, investment, and scenario planning, and integrates with custodians, CRMs, portfolio analytics providers, and other software. Listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. RightCapital says personal information and uploaded documents are encrypted at rest with AES-256 and transmissions use HTTPS; account access is read-only, and banking credentials are managed by Envestnet | Yodlee. Plans start at $149.95 per advisor per month, billed annually, with a first-year annual commitment. A 14-day free trial is offered; there is no free plan.