eMoney vs RightCapital:

Why RightCapital is the better alternative!

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

A lower cost of ownership

RightCapital Premium (our most popular option) retails at $2,160/yr vs eMoney Pro at $3,600/yr.

Exceptional user experience and modern design

Collaborate with clients to run what-if scenarios and show the dollar impact of your recommendations in real time.

Unique planning features

RightCapital's easy-to-understand Roth conversions, Medicare planning, dynamic retirement spending strategies and student loan management are missing from eMoney.

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

Complete the form below to download the comparison chart

Financial Planning Opportunities with Workplace Retirement Savings Plans (and Secure Act 2.0 Implications)

Free CFP® CE-approved webinar for financial advisors

Watch the Replay

Thursday

July 21, 2022

1:00 PM ET

Daniel Gregoire Headshot
Presenter:
Daniel Gregoire
RightCapital
Watch our free CFP® CE-approved webinar that will cover how to optimize different workplace retirement savings plans and potential implications from the Secure Act 2.0 proposals.
  • Understand how different workplace savings plan types work

  • Learn when to apply Mega Backdoor Roth and Net Unrealized Appreciation (NUA) strategies

  • Discover planning opportunities around Secure Act 2.0's proposed RMD age adjustments and new provision changes

  • Learn how to combine tax-smart savings with tax-efficient distributions to maximize value

Unfortunately, we can't provide CFP CE credit for watching recorded sessions. Want to get an invitation to future CFP CE webinars? Email webinars@rightcapital.com to be added to our list.

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