RightCapital vs SEI Wealth Platform
RightCapital
rightcapital.comSEI Wealth Platform
seic.comSide by side
| Figure | RightCapital | SEI Wealth Platform |
|---|---|---|
| Price from | $12.50/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 4 | 1 |
| Spec score · Wealth Management | 7.7 (#7) | 7.5 (#10) |
| Integrations | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Purpose | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
| Support | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. | SEI offers Platform certification and client accreditation through classroom and online learning programs. |
Plans
RightCapital
- Basic$149.95 a year
- Premium$209.95 a year
- Platinum$254.95 a year
- EnterprisePriced on request
In their own words
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.
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.