eMoney vs RightCapital:

Why RightCapital is the better alternative!

Many advisors are moving from eMoney to RightCapital—should you? With RightCapital you get:

A lower cost of ownership

RightCapital Premium (our most popular option) retails at $2,160/yr vs eMoney Premier at $4,500+/yr.

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (8.7) in the March 2025 Kitces advisor survey, leading above eMoney (8.5).

Rapid product innovation

One-page plan summaries, visual Roth conversion, dynamic retirement spending strategies and student loan management are just a few of many unique features.

Download the RightCapital vs eMoney Comparison Chart to see which financial planning software is right for your practice.

Complete the form below to download the comparison chart

Get real advisors' perspectives on switching to RightCapital

Nicole Burdick headshot and quote, “I was connected with a lot of my peers who had been long-term eMoney users and they were like, ‘Oh my gosh, you have to do RightCapital. It's like night-and-day difference.’”

eMoney to RightCapital: "A Night-and-Day Difference"

Nicole Burdick was an eMoney user and transitioned to RightCapital when establishing her own firm. Nicole was looking for a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.
Sep 15, 2023
Headshot of Cary Green and Jean Jacques Widmaier of Green Era Financial and quote, "It forced us to do an incredibly in-depth review, helping us identify better and additional ways to serve our clients."

How an RIA Firm Moved Clients from eMoney to RightCapital

We spoke with Green Era Financial about the decision and process of moving their clients from eMoney to RightCapital and what they would recommend for other advisors.
Apr 27, 2023
Anthony Ferraiolo headshot and quote, "I felt like RightCapital did a really good job of making it easy to get at least a baseline plan in place for clients quickly. Their product was more client-focused than advisor-focused like some of the other tools that are out there."

How an Advisor Found More Client Engagement and Innovations

Anthony Ferraiolo is a financial advisor passionate about sharing his financial planning ideas and insights. Here he shares his views on RightCapital and why he switched over from the software he was using while looking for a client-focused solution.
Jun 14, 2023
Thumbs up and hearts coming out of a keyboard while someone is typing

What Do Advisors Think Is the Best Planning Software?

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY continue to choose RightCapital.
Oct 11, 2024
Chart from March 2025 Kitces Report showing RightCapital with the highest satisfaction ratings for financial planning software

Key Takeaways from the March 2025 Kitces Report

The latest Kitces Report, “How Financial Planners Actually Do Financial Planning (2024)”, released publicly in March of 2025, analyzes the current state of the financial planning software market.
Mar 18, 2025
Screenshot from GAFF Deskside Chat: “Advisor Perspectives: Building a New Tech Stack and Transitioning to RightCapital,”

Advisors' Advice for Switching Software to RightCapital

Are you thinking about switching to RightCapital from eMoney or MoneyGuide? Two advisors share the good, bad, and why behind switching to RightCapital.
May 19, 2023
Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney

7 Differences Between RightCapital and eMoney in 2025

Making a decision about which financial planning software is right for your practice is a big one. eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.
Mar 17, 2025
Jonny West headshot and quote, “RightCapital is the best prospecting tool. It easily shows how I can provide answers to the most important questions that prospects have.”

How RightCapital Increased This Advisor’s Closing Ratio

Jonny West, CFP®, of Better Planning, Better Life, was looking to maximize his impact with clients. He now calls RightCapital “the most critical tool” to show clients what kind of lives are possible.
Aug 30, 2023