Pricing · 2026

RightCapital pricing

4 plans on the record · a free trial

Every plan

Basic

$149.95 usage-based

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 usage-based

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 usage-based

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

Enterprise

Priced 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