List of RightCapital Financial Planning Customers
Shelton, 06484, CT,
United States
Since 2010, our global team of researchers has been studying RightCapital Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased RightCapital Financial Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using RightCapital Financial Planning for Portfolio and Investment Performance and Planning include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, Wrought Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using RightCapital Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The RightCapital Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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LPL Financial | Insurance | 8400 | $10.1B | United States | RightCapital | RightCapital Financial Planning | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, LPL Financial approved RightCapital Financial Planning for use by advisors in its US network. RightCapital Financial Planning is deployed as a client facing Portfolio and Investment Performance and Planning application to support advisor led financial planning and scenario modeling aimed at improving client engagement.
The deployment emphasizes advisor workflows for account aggregation and simulation driven planning, including Monte Carlo and projection tools, scenario modeling, and client presentation of plan outputs. Configuration appears focused on advisor access to aggregated client account views and interactive projection modules, consistent with Portfolio and Investment Performance and Planning functional workflows.
Governance was established through the 2018 approval and subsequent advisor roll out across LPL’s US network, with usage centered on financial planning, client engagement, and retention activities. The implementation delivered documented improvements in advisor retention outcomes according to the case study, and the system is positioned as an advisor facing planning layer within LPL Financial’s advisor service stack.
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Wrought Advisors | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightCapital Financial Planning | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Wrought Advisors implemented RightCapital Financial Planning when launching its Registered Investment Advisor in the United States. The firm deployed RightCapital Financial Planning as its Portfolio and Investment Performance and Planning solution to provide interactive, client-facing financial planning and scenario analysis for advisory conversations.
Wrought Advisors configured RightCapital Financial Planning around specific planning modules, using the debt management module alongside retirement and student-loan planning tools and Roth conversion scenario capabilities to run multi-scenario analyses for clients. The implementation supported structured client meetings by enabling advisors to model cash flow impacts, debt paydown options, Roth conversion timing, and student-loan repayment scenarios within the planning workflow.
The rollout occurred at firm inception and was embedded into core advisory processes for financial planning and client engagement across the company. The deployment emphasized standardized planning templates and scenario workflows to accelerate preparation and produce clearer client presentations, yielding reported time savings and more polished client-facing deliverables.
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