RightPay

RightPay Makes Client Billing Easy

RightPay is an innovative tool that allows advisors to process planning fees within RightCapital. This allows for a better client experience while providing the advisor a compliant platform for collecting payments.

RightPay is powered by Stripe, a leading processor of online payments. It is available for an additional monthly / annual fee. You must have a RightCapital subscription to use RightPay. Check with your broker/dealer, if applicable, to see if you are approved to use RightPay.

Overview

Click the following links to learn how RightPay enables advisors to charge client fees for financial planning through RightCapital:

Features

Click the following links to explore best practices while using RightPay:

FAQ

Click the following link to review frequently asked questions about RightPay:

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance regarding RightPay please contact RightCapital Support.