About RightCapital
Expect Your Financial Plan, At Your Fingertips
RightCapital is a secure, interactive financial planning portal that gives you a clear view of your finances and helps you work toward your goals—anytime, anywhere. Access your personalized plan, track your progress, connect your accounts, and collaborate with us all from one place.
RightCapital Is More Than a Dashboard
RightCapital goes beyond account balances. It's a complete toolkit for planning, organizing, and protecting your financial life.
View Your Complete Financial Picture
Securely link your investment accounts, bank accounts, loans, and more from any financial institution to see your full net worth and financial snapshot in one place.
Help Secure Tomorrow by Planning Today
Explore your retirement projections, model different scenarios, and track progress toward your financial goals—all within your personalized plan.
Protect What Matters
Store and share important documents securely, so key files are always accessible when you need them.
Move Forward With A Longevity Income Strategy
Whether you’re just getting started or looking to refine your financial strategy, we’re here to help you make confident, informed decisions about your future.
How-To Use RightCapital
1. Check your email for an invitation from RightCapital.
2. Click the link in the email and create your password.
3. Log in at app.rightcapital.com anytime going forward.
1. Navigate to your Profile and select the Net Worth section.
2. Click "Link Accounts" and search for your financial institution.
3. Enter your credentials to securely connect your accounts.
1. Log in to your portal and go to your Dashboard (Snapshot).
2. Review your net worth, goal progress, and probability of success.
3. Explore individual planning modules like Retirement, Budget, or Tax.
1. From your Dashboard, navigate to the Retirement or Goals section.
2. Review your current plan projections and progress toward each goal.
3. Use the Action Items to explore "what-if" scenarios with your advisor.
1. Click the folder icon in the upper right corner of your portal.
2. Upload documents to your private folder or the shared folder with your advisor.
3. Access stored documents anytime from desktop or mobile.
1. Click the gear icon in the upper right corner of your portal.
2. Navigate to the Security tab.
3. Update your password or turn on multi-factor authentication.
Get Started With RightCapital
Contact your advisor on the SKAFCO team to find out how you can get access to RightCapital.
Download the Mobile App
View your balances, manage your budget, and check tasks. Download the "RightCapital" app on the App Store or Google Play today.
Support For Every Stage
We help individuals, families, and business owners align their wealth with the future they want to make.
See Your Plan Clearly
Our big-picture approach brings clarity to your goals so you can stay on track today and tomorrow.
Get In Touch
Reach out to start a conversation with a team committed to helping you enjoy today and retire with confidence.