RightCapital

3.3
28 reviews
5K+
Downloads
Content rating
Everyone
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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.
Updated on
Apr 15, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Files and docs
This app may collect these data types
Personal info, Financial info and 2 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

3.2
26 reviews
A Google user
November 4, 2018
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?
3 people found this review helpful
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Joseph Vanacore
February 18, 2022
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.
5 people found this review helpful
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Aunt Krust
November 28, 2023
Just dl app first time and try to add task and it closed immediately. This app not very good!!! UPDATE 11/27: This is still an issue! And my Financial Planner keeps messaging you all about issues with our accounts syncing! This is a very sad state of affairs!
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