RightCapital

RightCapital Inc.

About this app

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.

Ratings and reviews

Horrible app. Managing my account balances from my desktop isn't much better. Doesn't handle two party authentication. I've had to repeatedly delete linked banking and investment accounts and then re-link them. I gave up doing this and now have to manually update balances for 11 different accounts on the Right Capital website. The app dashboard only displays my account balances but doesn't allow me to manually update balances. Overall useless as financial planning software.

This is a terrific platform, exactly what I was looking for to see all of my accounts in a single, centralized location. My only dilemma thus far is that my account balances do not seem to update. I synced each account on the computer when I initially started using the platform, and the values in each account have remained the same since that day. I have looked everywhere on the app to try and refresh/sync without luck. Pulling down from the top of the screen does not seem to refresh. Any way this can be fixed?

I'm an advisor on a trial with this. Already unhappy with the performance of the platform. I go to link an account and I just get a loading circle for 5+ minutes. These servers are slow. It's 2022 performance needs to be quicker to link accounts. The web portal is way more robust than their app. They definitely need to update their mobile application. I'll update this review by the end of my trial.