RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitRightCapital vs SEI Wealth Platform
SEI Wealth Platform
6.0#10 in wealth managementWebAPI
VisitWhat both publish
| Fact | RightCapital | SEI Wealth Platform |
|---|---|---|
| Integrations | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Purpose | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
| Support | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. | SEI offers Platform certification and client accreditation through classroom and online learning programs. |
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced on request
SEI Wealth Platform plans
- Custom enterprise pricingPriced on request
Pick RightCapital if…
It is intended for financial advisors who need retirement, tax, insurance, investment, estate or other planning tools and client-facing summaries. Its portal and mobile app also support clients who want to view financial details, track budgets and upload documents.
Pick SEI Wealth Platform if…
You want what its maker publishes above — check its page for the details.