RightCapital

3.5
23 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, track your expenses, and receive notifications on upcoming tasks. It can help improve communication between you and your financial advisor.
Updated on
Sep 29, 2022

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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info and App info and performance
Data is encrypted in transit
You can request that data be deleted
3.5
23 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?
2 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.
2 people found this review helpful
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A Google user
November 22, 2019
Can't really call this an app, it basically only saves your credential and opens an internal browser which opens their webpage. In addition, their webpage is not even mobile device friendly, no responsive design at all
3 people found this review helpful
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