What Do Advisors Think Is the Best Planning Software?

December 12, 2025

Arrow and text "What Do Advisors Think Is the Best Financial Planning Software?"

Key Takeaways

  • RightCapital has consistently high rankings in advisor satisfaction (including Kitces research), positioning it as a leading choice when advisors compare it to other planning platforms such as eMoney and MoneyGuide.
  • Advisors gave positive feedback around RightCapital’s visualization tools (Snapshot, Blueprint, and Cash Flow Maps) because they make complex planning easier to explain and easier for clients to understand.
  • Advisors emphasize RightCapital’s top-notch customer support and the combination of the client portal and mobile app as drivers of higher ongoing engagement and trust which overall helps clients stay organized, complete action items, and interact with their plan more often.

Hear from other advisors about financial planning software

Choosing the best financial planning software requires balancing many factors—your practice style, your client base, your workflow preferences, and your budget. Rather than making claims ourselves, here's what advisors are actually saying about why they chose RightCapital:

RightCapital stands out among financial planning software

Financial advisor social media posts about RightCapital standing out vs. eMoney and MoneyGuide

RightCapital ranks #1 in advisor satisfaction by Kitces multiple years in a row, and advisors consistently compare it favorably to industry alternatives like eMoney and MoneyGuide. For more in-depth stories, check out these posts on how this advisor found a night-and-day difference switching from eMoney and how this one found many efficiencies and time-savings after switching from MoneyGuide.

RightCapital listens to advisor feedback

Financial advisor social media posts about RightCapital listening to feedback

One thing that sets RightCapital apart, according to advisors, is how seriously the company takes feedback. The Support Team keeps the Product Team updated as to what comments and requests they receive from current clients. When developing new features, Product looks to the industry to learn as much as they can about what advisors are looking for.

Advisor Scott Frey noted:

I think RightCapital is listening to their clients, I don’t know how to put a price on that.

RightCapital is continuously innovating

Financial advisor social media posts about RightCapital innovations

Speaking of new features, did you know RightCapital releases weekly enhancements and updates? If you’re interested in learning more about recent advancements, here are some favorite updates from 2025. Check those posts out and then follow along on LinkedIn, Facebook, Instagram, and X (formerly Twitter) to keep up to date with future releases.

RightCapital’s visualization features change the game

Financial advisor social media posts about RightCapital visuals and visualizations

Visualizations in financial planning are all the rage, and RightCapital likes to be first to the party. Oftentimes major updates are discovered and praised by advisors before the update email is even sent. Advisors especially expressed enthusiasm for the Snapshot personalized plan summary (“I LOVE LOVE LOVE the Snapshot”), Blueprint visualization of clients’ financial lives (“Holy cow! That’s a huge addition!”), and Cash Flow Maps showing clients inflows and outflows (“Oh, you nailed it!”).

Advisor Warren Duthie has explained about other visuals:

There are so many words I don’t have to say because of the way (Roth Conversions) are laid out…This used to be way harder to explain and now because I have this tool, it’s easier.

RightCapital’s support team is top-notch

Financial advisor social media posts about RightCapital's Support Team

The RightCapital Support Team receives high marks day in and day out on survey platforms after onboarding sessions, phone calls, and in-platform chats, but it’s so nice to see the praise on social media, too. RightCapital has also taken the lead in rankings for financial planning software for the category of "Customer Support" in the most recent Kitces Report: “How Financial Planners Actually Do Financial Planning (2024).”

Advisors’ clients and prospects love RightCapital

Financial advisor social media posts about RightCapital's impact on clients and prospects

What is even more exciting than advisors enjoying RightCapital is when they share how much their clients enjoy the software and outputs. The visual representations within the software are easy to explain and therefore easy for clients to understand. The RightCapital client portal and mobile app help clients stay engaged in their finances which helps them to build trust with their advisors. Advisor Anthony Ferraiolo, for one, noticed a significant increase in client engagement with RightCapital.

Hopefully you found this advisor feedback helpful to help you determine if RightCapital is the right financial planning software for you. The next step is to schedule a demo to explore its functionalities yourself:

FAQs

RightCapital ranks #1 in advisor satisfaction by Kitces multiple years running, while eMoney is also a leading platform. RightCapital excels in visual planning tools like Snapshot and Blueprint, weekly feature updates, and top-ranked customer support. Advisors switching from eMoney report night-and-day differences in client engagement and ease of use.

RightCapital differentiates itself through continuous innovation with weekly enhancements, advanced visualization features, and #1 customer support rankings in the Kitces Report. Advisors switching from MoneyGuide report significant efficiencies and time-savings. RightCapital emphasizes visual client engagement and rapid feature development.

RightCapital leads financial planning software rankings for Customer Support in the Kitces Report. The all-human Support Team receives high marks consistently on surveys after onboarding sessions, phone calls, and in-platform chats. They actively relay advisor feedback to the Product Team, ensuring continuous improvement based on real user needs.

RightCapital releases weekly enhancements and updates, setting it apart from competitors. Recent innovations include Tax Analyzer for uploading and analyzing tax returns with side-by-side scenario comparisons, RightExpress for delivering topic-specific plans to prospects from day one, and Data Import tools that let advisors transfer client plans directly from eMoney and MoneyGuide reports using OCR technology.

RightCapital actively incorporates advisor feedback into product development. The Support Team keeps the Product Team updated on client requests and comments. When developing new features, the Product Team researches industry needs extensively. Advisors consistently praise this responsiveness as a key differentiator when evaluating planning software options.

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