MoneyGuide vs RightCapital:

Why RightCapital is the better alternative!

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

A lower cost of ownership

MoneyGuide requires add-on fees for account aggregations and cash flow-based planning, which are included with RightCapital at a much lower price.

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (8.7) in the March 2025 Kitces advisor survey, leading above MoneyGuide (7.9).

Innovation and flexibility

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 MoneyGuide Feature 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

How Switching Software Gave an Advisor More Time for Clients

Advisor Scott Frey switched to RightCapital from MoneyGuidePro and found more time to effect change, an easy transition, increased engagement, more trust from clients, less “technical overhead”, and collaboration and trust with the software.
Jul 25, 2023
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
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 higher ratings in all categories than MoneyGuide

7 Differences Between RightCapital and MoneyGuide in 2025

The decision on which financial planning software to use with your practice can be a tough one. Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.
Mar 17, 2025
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