Fintech Integration Marketplace

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RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital significantly cuts down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real time. Client has access to the system to monitor the plan and progress real time.

  • Retirement Planning
  • Stress Testing
  • Tax Strategies
  • Social Security Optimization
  • Budgeting
  • Student Loan Planning
  • Medicare Planning
  • Estate Planning
  • Account Aggregation

Companies that integrate with RightCapital

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisor360 | Commonwealth Financial
Advisor360° is a subsidiary of Commonwealth Financial Network (Waltham, Mass.), the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S.
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Blueleaf is a provider of Financial Relationship Management Software.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Panoramix for Financial Advisors
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Raymond James
Raymond James
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TradePMR provides brokerage and custody services for registered investment advisors.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform
Wealthbox is a web-and-mobile CRM application for financial professionals.
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.

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