QuantRidge vs RightCapital
Financial planning software for advisers, strong on tax and distribution planning.
What each one is for
Advisers who want tax-aware retirement distribution modelling and a client portal without the weight of the older enterprise suites. Its tax planning is well regarded for good reason.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
Choose RightCapital if
You are a planning-led firm and the plan is the deliverable.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
RightCapital is built around producing a plan. QuantRidge is built around running the book day to day — household grouping, cross-client opportunity scanning, an audit trail — with the same flat pricing for the firm rather than per plan.
The thing RightCapital cannot offer
RightCapital sells to advisory firms, so the customer whose requests shape it is the firm rather than the household in the plan. It is built well for that buyer; you are simply not the buyer.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for RightCapital?
Not always, and this page says where it is not. You are a planning-led firm and the plan is the deliverable. If that describes you, RightCapital is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and RightCapital together?
Yes, and for some people that is the right setup rather than a compromise. What RightCapital is for: Advisers who want tax-aware retirement distribution modelling and a client portal without the weight of the older enterprise suites. Its tax planning is well regarded for good reason. QuantRidge connects to brokerages read-only and does not touch anything RightCapital is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
RightCapital is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.