Compare flowpilot и RightCapital

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Once connected to bank and accounting, flowpilot shows your cash flow as a clear day-by-day-diagram. You can see how solvency has developed and you... Read more

Financial planning tool that helps advisors manage clients' budgets, create strategies for tax efficiency & forecast retirement plans.

Rating
0 / 5
4.5 / 5
Accounts Payable software features
Cash Management
Cash Management
Construction Accounting software features
General Ledger
General Ledger
Hedge Fund software features
Profit/Loss Statement
Profit/Loss Statement
Commercial Loan software features
Asset Lifecycle Management
Asset Lifecycle Management
Inventory Control software features
Forecasting
Forecasting
Financial Reporting software features
"What If" Scenarios
Income & Balance Sheet
Multi-Company
"What If" Scenarios
Income & Balance Sheet
Multi-Company
Budgeting software features
Multi-Department/Project
Multi-Department/Project
3D CAD software features
Version Control
Version Control
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Application

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

Great Advisor, and Client, Experience!

Benefits:

I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for... Read more

I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for most financial planners and doubles as an effective client portal.

Drawbacks:

No cons whatsoever. Everytime I think they could improve something, they come out with software updates that improve the experience/usability/forec... Read more

Summary:

Jeffrey S.
4 / 5

Solid Financial Planning Software

Benefits:

The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 yea... Read more

The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 years using this software, I feel it has to be very close to the robustness of the most expensive planning software tools available on the market. The what if scenario planning is very powerful and fast.

Drawbacks:

While the tax reporting features are impressive, like showing 1040 form style reports, separate tax projection software is needed to run detailed y... Read more

Summary:

Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients.

Neil K.

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