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 Premier at $4,500+/yr.

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (9.1) in the August 2023 Kitces advisor survey, leaping way ahead of eMoney (8.4).

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.

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Get real advisors' perspectives on switching to RightCapital

How This Advisor Found “A Night-and-Day Difference” Switching to RightCapital From eMoney

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

How an RIA Firm Moved from eMoney to RightCapital and Discovered Ways to Better Serve Their Clients

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

How an Advisor Found More Client Engagement and Innovations with RightCapital

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

What’s the Best Financial Planning Software According to Advisors and Why?

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY continue to choose RightCapital.
May 30, 2024

Insights From the 2023 Kitces Report “The Technology That Independent Financial Advisors Actually Use And Like”

The Kitces team has once again delivered fresh, insightful advisor tech benchmarks in the August 2023 study, “The Technology That Independent Financial Advisors Actually Use And Like.”
Aug 17, 2023

Thinking about Switching to RightCapital from eMoney or MoneyGuide?

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

7 Key Differences Between RightCapital and eMoney in 2024

We understand that making a decision about which financial planning software is right for your practice is a big one. eMoney and RightCapital are both leaders in the financial planning software category. Let’s dig into what makes them different.
Jun 20, 2024

How RightCapital Broadened This Advisor’s Impact, Increased His Closing Ratio, and More

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