RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.
Ok
Needs Face ID to log in. The text is way too big and makes it hard to read as some numbers and text get cut off (they don't fit on screen ). I agree with others that outside accounts either won't link or won't stay linked. Annoying.
iPad Version?
I’m not a fan of the shrunk down iPhone version of any app and the same goes for this one. Overall, the app has potential though, and as an advisor I know how much RC has added to the capabilities in the few short years since it launched.
Realign for the future.
While I love the concept of RIGHTCAPITAL, I do feel a realignment for the future needs to happen. The budgeting features need to be significantly enhanced. Please take note from monarch money.
Good start, just needs more from the web app
I'm a financial advisor using RightCapital for my own clients and myself. Overall I love the software and I think it is a top-shelf planning product. If they continue applying this level of analytics and visual quality to other financial planning concepts, nobody will be able to touch them. This app, like the web product, is clean and easy to read, and intuitive to use for what it does. Outside of a few small UI gripes, my biggest complaint is that I want to see the app do more. At the moment, all it can do is: A Net Worth summary and account aggregation. An Asset Allocation pie chart. Tasks. Vault. Each of these is about as clean and easy to use as it could be - I just want to see more. Some ideas: Expand the Dashboard by adding the ability to choose the same widgets that are available in the Snapshot. In the Dashboard, allow me to see account value history and/or projected values by clicking on each account. Currently, clicking an account shows me the name, institution, and value, all of which I can see on the mainpage of the Dashboard. Add the Cash Flow waterfall and breakdown charts with the slider for every year of the plan. Maybe clicking on one part of the chart expands it to show more detail? Add a few analysis tools like Debt Management, Retirement Confidence, and Tax Brackets and Roth Conversions. For the UI, my biggest complaint is the login process. I get kicked out every day or two and have to log back in but I can't use my password manager. Overall, bravo to the Right capital team, and keep up the good work! If you made all of the above changes to the app, at the level of quality with which you've done everything else, I would happily award 5 stars.
Decent app
Needs Face ID and a redesign to make things look smoother and more concise. Issues with certain banking authentications causes accounts to become unlinked which is frustrating. Otherwise decent app. I hardly ever use it.
Pretty powerful app. One thing I really don’t like.
The app has a pretty nice design, with a lot of powerful features by comparison to the run of the mill consumer financial tracking app. One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.
Needs work
Annoying UX design. Budgeting feature is painful to try and use.
This update includes performance improvements and bug fixes to make RightCapital better for you. Feel free to send us any comments or questions – we’d love to hear from you.
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