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 $2,520/yr vs eMoney Premier at $5,000+/yr.

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (8.6) in the August 2025 Kitces advisor survey, leading above eMoney (8.2).

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.’”

September 15, 2023

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

Nicole Burdick was looking for a more efficient, self-branded platform and found increased client satisfaction and more.

  • Advisor Stories
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."

April 27, 2023

How an RIA Firm Moved Clients from eMoney to RightCapital

Green Era Financial discusses the decision, process, and recommendations of moving clients from eMoney to RightCapital.

  • Advisor Stories
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."

June 14, 2023

How an Advisor Found More Client Engagement and Innovations

Anthony Ferraiolo shares why he switched to RightCapital from another software while looking for a client-focused solution.

  • Advisor Stories
Thumbs up and hearts coming out of a keyboard while someone is typing

October 11, 2024

What Do Advisors Think Is the Best Planning Software?

Here are some words straight from financial advisors as to why THEY continue to choose RightCapital.

  • Advisor Stories
  • Industry Intel
Chart from March 2025 Kitces Report showing RightCapital with the highest satisfaction ratings for financial planning software

March 18, 2025

Key Takeaways from the March 2025 Kitces Report

The Kitces Report, “How Financial Planners Actually Do Financial Planning”, analyzes the state of the financial planning software market.

  • Industry Intel
Screenshot from GAFF Deskside Chat: “Advisor Perspectives: Building a New Tech Stack and Transitioning to RightCapital,”

May 19, 2023

Advisors' Advice for Switching Software to RightCapital

Are you thinking about switching from eMoney or MoneyGuide? Two advisors share the good, bad, and why behind switching to RightCapital.

  • Advisor Stories
  • Practice Management
Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney

October 14, 2025

7 Differences Between RightCapital and eMoney in 2025

eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.

  • Industry Intel
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.”

August 30, 2023

How RightCapital Increased This Advisor’s Closing Ratio

Jonny West, CFP®, was looking to maximize his impact with clients. He now calls RightCapital “the most critical tool”.

  • Advisor Stories