Covisum vs RightCapital
planning comparison · Updated June 2026
Quick Comparison
| Feature | Covisum | RightCapital |
|---|---|---|
| Category | planning | planning |
| Pricing Model | paid | paid |
| Price Range | $65-$250/mo | $125+/mo |
| Free Tier | ✗ No | ✗ No |
| Target Market | SMB / Mid-market | SMB / Mid-market |
| Affiliate Program | ✗ No | ✗ No |
In-Depth Look
Covisum
Suite of planning tools for financial advisors including Social Security Timing, Tax Clarity, and SmartRisk to optimize client outcomes in retirement.
Visit Covisum →RightCapital
Comprehensive financial planning with retirement projections, tax planning, and estate planning.
Visit RightCapital →Used by These Professions
The Bottom Line
Both Covisum and RightCapital are strong options in the planning space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.
Both are accessible to SMB and mid-market teams with transparent pricing.
The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Covisum first, then evaluating RightCapital if it doesn't meet your needs.