RightCapital

Having the right strategy makes all the difference. As a Certified Financial Planner (specializing in high net worth dental entrepreneurs, I provide the guidance needed to navigate everything from selling a DSO to estate planning and tax minimization. Tools like RightCapital enhance my process, allowing me to model complex scenarios and create clear, efficient plans that my clients can easily understand and act on. I’m grateful for tools like this that help illustrate the bigger picture and turn complexity into clarity.

I’m not a fan of the shrunk down iPhone version of any app and the same goes for this one. Overall, the app has potential though, and as an advisor I know how much RC has added to the capabilities in the few short years since it launched.

The app has a pretty nice design, with a lot of powerful features by comparison to the run of the mill consumer financial tracking app. One thing I’m really not a fan of, while it may seem minor, is the sign in process for this app. This app needs to integrate with Sign in with Apple and Sign in with Google. I’m sure the reason it isn’t is some security based issue.. but please take another look at this or at least provide us with an option to take that risk. Almost every app uses these types of options to offer a much easier way to sign in.