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Why a Financial Planning Tool?
Having a financial dashboard significantly improves financial outcomes by increasing savings, reducing stress, and encouraging better financial behavior. Those who don’t track their finances tend to make more reactive decisions and experience higher financial anxiety. Let's see what the experts say -
Those Who Use a Financial Planning Tool...
Save More & Incur Less Fees
Increase Savings & Make Better Decisions
Increase Savings & Make Better Decisions
A study by Morningstar found that people who track their finances regularly tend to save 10% to 20% more than those who don’t.
The Consumer Financial Protection Bureau (CFPB) reports that individuals who check their financial accounts at least once a week are 30% less likely to incur overdraft fees or miss payments.
Increase Savings & Make Better Decisions
Increase Savings & Make Better Decisions
Increase Savings & Make Better Decisions
Wealthfront & Betterment report that users who actively engage with their financial dashboards are more likely to increase their savings rate by 5% to 7% per year than those who don’t monitor their accounts.
Investors who use digital dashboards are 25% less likely to panic-sell during market downturns (according to a study by Vanguard).
Decrease Stress & Feel More Confident
Accumulate More Wealth & Stick to Budgets
Accumulate More Wealth & Stick to Budgets
A survey by Bankrate found that 63% of Americans who don’t track their finances report feeling "high financial stress," compared to only 37% of those who use dashboards or financial planning tools.
The Financial Health Network states that people who regularly engage with financial dashboards are 40% more confident about their financial future.
Accumulate More Wealth & Stick to Budgets
Accumulate More Wealth & Stick to Budgets
Accumulate More Wealth & Stick to Budgets
Research from Fidelity shows that those who use financial dashboards and budgeting tools accumulate 15% to 20% more wealth over time than those who don’t.
A study from the National Endowment for Financial Education found that people who use financial tracking apps are 50% more likely to stick to their budgets.
RightCapital Financial Planning Tool
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More About Our Financial Planning Tool
Simplify Your Financial Life
Imagine having a clear snapshot of your entire financial life in one place. Our tool tracks everything—credit card balances, mortgages, car payments, investments, and more—making it easier than ever to manage your finances.
Gain Instant Financial Insights
View your real-time balance sheet to spot areas where you’re excelling and where you need focus. With this insight, you can make informed, impactful decisions to improve your financial future.
Plan for the Future with Confidence
Run what-if scenarios to see how adjusting your budget impacts your future. Thinking about retirement? Instantly test different withdrawal strategies to ensure you’re on track for long-term financial security.
Maximize Your Money
Track your investments, returns, and stay on top of your tax situation. With all these tools and insights at your fingertips, you’ll have the confidence to make smarter, more informed financial decisions every step of the way.
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