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 substantially improves communication between you and your financial advisor.
Adds refresh button that allows users to update account information immediately
Ratings and Reviews
Great experience so far
Really cool to be able to check my finance plan on the go. Also, easier way to stay on the same page with my advisor. I would like it if they made a more convenient way to login, instead of having to put in my email and password every time. In general, really good app!
My financial advisor set this up for me and it is AWESOME! I can run through scenarios and strategies and see their implications and see my up to date net worth from my pocket. Love having that data at my fingertips!
Crashed on day two
App frozen. Can’t get past first screen. Not good if I’m giving this to clients. Downloaded several times just to make sure.
Three days later they still haven’t fixed it.
Developer Response ,
Thank you for taking time to provide feedback. Since other users are not experiencing the same issue, we would like to work with you directly to address this. Can you please email us at Support@RightCapital.com?
With Family Sharing set up, up to six family members can use this app.