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About

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

About

Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations needing a solution to manage and improve their financial planning operations

Audience

Accountants and companies in need of a cloud platform to automate compliance reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$139.95 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RightCapital
United States
www.rightcapital.com

Company Information

Silverfin
Belgium
www.silverfin.com

Alternatives

Alternatives

Papercare

Papercare

Papercare Working Papers
Moneytree

Moneytree

Moneytree Software
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Addepar
Agility
Altruist
Betterment
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
NetX360
Octopus Accountancy
Orion
Penneo
QuickBooks Online
Redtail CRM
SmartOffice
TD Ameritrade
Xero

Integrations

Addepar
Agility
Altruist
Betterment
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
NetX360
Octopus Accountancy
Orion
Penneo
QuickBooks Online
Redtail CRM
SmartOffice
TD Ameritrade
Xero
Claim RightCapital and update features and information
Claim RightCapital and update features and information
Claim Silverfin and update features and information
Claim Silverfin and update features and information