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RightCapital · rightcapital.com · Financial planning

RightCapital’s terms, tracked since March 2026.

Every notable change to RightCapital’s public legal documents, in plain English, with what the current terms say about AI and client data.

At a glance
Documents monitored5
Last notable changeAug 3, 2026Privacy Policy, Disclosure Policy, Terms - End Users
Notable changes4 in 7 monthstypical vendor on these pages: 2 in 7 months
Updates detected since March 20268including formatting and page changes
MonitoringActivesince Mar 12, 2026
Public page updated monthly · Last updated October 8, 2026 · Next update November 1, 2026Legal Sentinel tracks these documents continuously. See it in a demo
What RIAs should know

RightCapital added AI terms across its documents this summer.

Between June and August 2026, RightCapital updated its Terms & Conditions, End User Terms, Privacy Policy and Disclosure Policy to cover its AI features, including the Iris planning agent.

The Privacy Policy now says information entered into AI features may be sent to third-party AI model vendors. It also says neither RightCapital nor those vendors will use personal information or input data to train general-purpose AI models without consent.

The updated terms also require each account to belong to one named person and prohibit shared, bot and automated accounts.

What the terms say

What RightCapital’s documents say about client data.

Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.

Using customer data to train AI

Addressed

“Neither RightCapital nor any Model Vendor will use your personally identifiable information or Input Data to train foundational or general-purpose artificial intelligence models without your consent.”

Privacy Policy · as of Oct 8, 2026 · view source
41%
of monitored vendors (31 of 75)

Sharing data with third parties

Addressed

“By requesting, accepting or using these third parties' products or services, you are permitting RightCapital and its agents to provide your information, including your personally identifiable information, to these third parties.”

Privacy Policy · as of Oct 8, 2026 · view source
92%
of monitored vendors (69 of 75)
Change history

What changed, and when.

Notable changes since monitoring began in March 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.

Aug 3, 2026Privacy PolicyAI & data use

Added a section on AI features and third-party AI model vendors

Input data may be sent to AI model vendors. Personal information and input data won’t train general-purpose AI models without consent.

Aug 3, 2026Disclosure PolicyAI & data use

Added a disclaimer for AI feature output

AI output is informational only, may be inaccurate, and is not legal, tax, investment or compliance advice.

Aug 3, 2026Terms - End UsersAccount use

Limited end-user accounts to one named person

Adds AI definitions and bars sharing, transferring or selling end-user account credentials.

Jun 25, 2026Terms & ConditionsAI & data use

Added AI feature terms and banned shared and bot accounts

Defines AI Features, Input Data, Output and Model Vendor. Each account must belong to a single identifiable person.

+ 4 other updates detected, such as formatting, page layout and wording changes.
  • Sep 17, 2026: Security Policy
  • Sep 3, 2026: Security Policy
  • Aug 27, 2026: Security Policy
  • Aug 3, 2026: Disclosure Policy
  • Aug 3, 2026: Privacy Policy
  • Aug 3, 2026: Terms - End Users
  • Jul 9, 2026: Security Policy
Documents monitored

5 RightCapital documents.

DocumentFirst capturedLast changed
Privacy Policywww.rightcapital.com/legal/privacyMar 13, 2026Aug 3, 2026
Terms - End Userswww.rightcapital.com/legal/client/termsMar 13, 2026Aug 3, 2026
Disclosure Policywww.rightcapital.com/legal/disclosureMar 13, 2026Aug 3, 2026
Terms & Conditionswww.rightcapital.com/legal/termsMar 12, 2026Jun 25, 2026
Security Policywww.rightcapital.com/securityMar 13, 2026Sep 17, 2026
Questions

RightCapital terms: common questions.

Does RightCapital use client data to train AI models?

Its Privacy Policy, updated in August 2026, says neither RightCapital nor its AI model vendors will use personally identifiable information or input data to train foundational or general-purpose AI models without consent.

When did RightCapital last change its terms?

The most recent notable changes were on August 3, 2026, to the Privacy Policy, End User Terms and Disclosure Policy. All three added terms for RightCapital’s AI features.

Does RightCapital share client information with third parties?

Its Privacy Policy says that requesting, accepting or using third-party products or services permits RightCapital and its agents to provide information, including personally identifiable information, to those third parties.

Scope and limitations. This page describes what RightCapital’s public documents say as of the dates shown. We monitor the documents listed above; we don’t verify how RightCapital operates in practice, test its security controls or confirm regulatory compliance. It isn’t legal advice, and it doesn’t cover negotiated agreements or order forms. Request a correction · No vendor pays to be listed.