RightCapital - Shelton, Connecticut

Introducing RightCapital

RightCapital, located at 2 Enterprise Dr, Shelton, CT 06484, is a highly regarded financial planning software company that has made a significant impact in the industry. With a phone number of 8889829596 and a website at rightcapital.com, this company specializes in financial planning and offers a range of innovative software solutions for financial advisors and their clients.

Specialties and Services

• Financial planner
• Software company

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Opinions and Average Rating

RightCapital has garnered 5 reviews on Google My Business, with an average rating of 3.4/5. Clients appreciate the company's intuitive software, strong outputs for advice delivery, and exceptional customer service. The billing team's responsiveness and clear terms and costs are also highly praised. When compared to other financial planning software options like E-Money and Naviplan, RightCapital offers a very reasonable monthly subscription rate.

One reviewer emphasized, "I tested various financial planning software as the inception of my new RIA. This software is intuitive and creates very strong outputs for advice delivery. The customer service is VERY good. The billing team has been very responsive to me, and the terms and costs are clear." Another highlighted, "The monthly subscription is very reasonable compared to E-Money, Naviplan, etc. I wish every company had this level of customer service and client support."

Final Recommendation

Based on the company's focus on customer service, intuitive software, and reasonable pricing, we highly recommend considering RightCapital for your financial planning needs. For more information, please visit their website at rightcapital.com or contact them directly at 8889829596. With a commitment to providing exceptional support and innovative solutions, RightCapital is an excellent choice for anyone seeking a reliable and user-friendly financial planning software.

👍 Reviews of RightCapital

Kate W.

5/5

I tested various financial planning software as the inception of my new RIA. This software is intuitive and creates very strong outputs for advice delivery. The customer service is VERY good. The billing team has been very responsive to me, and the terms and costs are clear. The monthly subscription is very reasonable compared to E-Money, Naviplan, etc. I wish every company had this level of customer service and client support.

Morris A.

5/5

The staff and software are top notch. The firm provides education on the use of the software to the advisors and great support. You do have a one year commitment after trial date, but after the first year is up, you can go month to month.

Jackson Y.

1/5

No refunds, even if you elect to go month to month (which is more expensive), if you decide to cancel the service later. This was not made clear to us when we signed up and was disappointing when we decided to pivot. I do not recommend this tool if you are wanting to experiment with it for your practice.

brian L.

1/5

Beware of their billing practices. I was on auto renew and did not cancel my subscription so they charged my card. I politely asked for my money back which the politely declined and sent me a copy of the terms and conditions. No refunds for auto renew if you decide to cancel the service later. If i had known it was going to renew i would have cancelled. eMoney, far superior.

AnnMarie S.

5/5

John Krehbiel was recommended to me at a time when I needed sound financial advice. I had accepted a new job and had made a significant shift forward in my career, knowing that I could use some guidance. Not only did I get a clearer view of my goals, I became proactive with John's suggestions on how to position myself for current and future success. His professionalism and solid rapport encouraged me while I paid off debt, and continued building towards financial growth. Coming from an active career as a classical singer and admin assistant, I am finally in a position that gives me financial confidence- thanks to John as my advisor.