The RightCapital platform integrates financial planning and wealth management. It supports our planning process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. A robust client portal gives clients insight into their entire financial picture at any time.
Get Started with RightCapital
Use our guided process to access RightCapital to track your net worth, spending and all accounts in one place.
Easy to Use Client Portal
Access your RightCapital portal directly through our website by clicking on the Your Financial Plan on the top navigation bar.
RightCapital is also mobile-friendly. Download the RightCapital app through the Apple App or Google Play Store.
Account Aggregation
All of your accounts, all in one place, up to date. Imagine if you could sign-in to a single secure site and see your actual net worth, all of your assets, liabilities, insurance coverages and more. Easily connect your Checking Accounts, Savings Accounts, Mortgage, Credit Cards, 401k's, Car Loans, Insurance Policies, Personal Loans, Business Accounts, Real Estate, Stock Options, and much more.
Document Vault
A secure location to store your most important documents. Deeds, Wills, Trusts, POAs, Financial Statements, Financial Reports, Taxes, etc.
Share documents with Element Wealth Planning, your CPA, or Attorney.
Unlimited private storage for whatever you want to keep private.
Advanced Planning
What If / Stress Testing - Both Cash Flow and Goals Based Planning. Investment Analysis, Social Security Optimization, Income Planning, Cash Flow Analysis, Budgeting and much, much more.
Reports
You are used to reports from your Financial Planner, and while we love RightCapital's capability to generate hundreds of different reports to show you exactly what applies to your situation, we also love that RightCaptial gives clients the capability to view real time informaton anytime.