RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider
SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating their financial plans from the eMoney platform to RightCapital. This feature leverages Optical Character Recognition (OCR) technology to transition key plan data from eMoney reports into RightCapital financial plans. The technology reads a financial plan PDF report generated by eMoney software, identifies the key client and planning data in the report, and automatically translates the data into RightCapital for advisors to review and add to a RightCapital plan. The data supported by this new technology includes family information, financial goals, income, savings, expenses, properties, insurance policies, and more.
“Many advisors who start using RightCapital invest time and resources to transition their plans to our platform, and they often need to maintain two planning systems while they navigate the change,” said Shuang Chen, co-founder and CEO of RightCapital. “With this new offering, we are revolutionizing the transition process with OCR technology. Now, advisors can move from the eMoney platform to RightCapital without investing significant time and resources copying over information that already exists in their clients’ previous plans.”
The first offering of its kind among financial planning software, this new solution minimizes the manual work needed to transition to RightCapital so advisors can upgrade their offering without major disruption in client service. In just a few quick steps, advisors can import and review key plan data to either launch a new financial plan or fill out missing information in an existing RightCapital plan.
“At RightCapital, we consistently collaborate with advisors to learn about their challenges, and where new solutions could create opportunities for their businesses,” said Stefanie Bellofatto, SVP of Customer Experience at RightCapital. “For advisors, their time is their most important asset; our team set out to automate the data transition process so advisors can focus on what they do best: serving their clients. We’re thrilled to offer this feature to advisors so they can get up-and-running on RightCapital faster than ever before.”
Advisors across the country are switching to RightCapital to access the provider’s dynamic retirement planning, smart tax planning, insurance needs analysis, clear data visualizations, and more. The platform’s advanced technology, frequent updates, and high-touch approach to service have earned RightCapital the top satisfaction rating among major financial planning providers1.
Effective immediately, this new feature is available to all RightCapital users. To learn more, visit www.rightcapital.com/book-demo/.
About RightCapital
RightCapital is financial planning software done right. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report – 2024 Financial Planner Productivity Study). For more information, visit https://www.rightcapital.com.
RightCapital media contact: marketing@rightcapital.com
Sources:
1T3/Inside Information Advisor Software Survey, 2025
SOURCE: RightCapital Inc
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