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RightCapital (Iris)

#1 in AI in Financial Planning SoftwarePrice: Basic $149.95; Premium $209.95; Platinum $254.95 /advisor/month (Iris in Premium+)

AdvisorAIStack Score

80/100

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AI assistant Iris is included in higher tiers of a planning tool with published pricing.

Score breakdown

Capability & output quality for the professional task (25%)

8/10

Security, privacy & compliance (SOC 2, data use, recordkeeping, regulator fit) (20%)

8/10

Ease of use & time to value (15%)

8/10

Integrations with professional systems (tax engines, ledgers, CRMs, AMS) (15%)

8/10

Value & pricing transparency (15%)

8/10

Vendor momentum & reliability (10%)

8/10

Key facts

Iris launched June 23, 2026

Before you upload client data: ask the vendor for its current SOC 2 report (or equivalent), data-retention and model-training terms, and confirm the tool fits your obligations (for example IRC §7216 consent for tax-return information, SEC/FINRA recordkeeping, and state insurance rules).

Details

Official site	https://www.rightcapital.com
Starting price	Basic $149.95; Premium $209.95; Platinum $254.95 /advisor/month (Iris in Premium+) (check the vendor's page; prices change often)
Affiliate program	nothing found; not confirmed absent · No public affiliate or referral program found in research.
Verification	verified-web
Last reviewed	2026-10-16

Sources

www.rightcapital.com https://www.rightcapital.com

Scores are editorial and come from desk research. See our methodology and disclosures.