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MoneyGuide vs RightCapital:

Why RightCapital is the better alternative!

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

A lower cost of ownership

MoneyGuidePro requires additional fees for account aggregations, business intelligence, and client marketing materials, which are all included in RightCapital Premium at a lower price.

A simple 6-step client onboarding.

RightCapital doesn't require extensive data entry to get started. Enter the client financial data you need for a specific analysis such as retirement planning, insurance needs, or social security optimization.

Goal-based AND cash flow-based planning options

Toggle between either goal- or cash flow-based planning approach depending on your client's needs or your preference.

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

Complete the form below to download the comparison chart

Retirement Planning & Navigating Medicare Decisions

Free CFP® CE-approved webinar for financial advisors


Thurs Sept 22, 2022

1:00 PM ET

Daniel Gregoire Headshot
Daniel Gregoire
Roughly 10,000 Americans enroll in Medicare every day, according to the Centers for Medicare and Medicaid Services (CMS). That's a lot of people who have to navigate this often-confusing enrollment process.

With the 2023 Medicare open enrollment starting right around the corner — October 15th — it's the perfect time to get a refresher on how to engage your pre-retiree clients and prospects in a discussion about Medicare planning and strategies. During the webinar, we'll discuss: 

  • Which Medicare option to choose

  • When and how to enroll

  • The Dos and Don'ts of Medicare

See the latest insights from RightCapital

Introducing an Advisor with a 100% Retention Rate with RightCapital Clients

We sat down with a long-time friend of RightCapital, Matt Fortney in Shelton, Connecticut to discuss how he has been using our financial planning software for the last four years.
Jun 10, 2022

Key Takeaways from the 2023 Kitces Report on How Financial Planners Do Financial Planning

The latest Kitces Report, “How Financial Planners Actually Do Financial Planning (2023)”, released in January of 2023, analyzes the current state of the financial planning software market.
Jan 25, 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 think we are the best.
Apr 18, 2023

How to Make the RightCapital Platform Yours

The RightCapital software is fully customizable so you can truly make it your own! Use our platform to provide your clients with a personalized experience that will always bring them back to you.
Mar 31, 2022