Envestnet MoneyGuide vs RightCapital:

Why RightCapital is the better alternative

Many advisors are switching 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 topped the August 2025 Kitces Advisor Survey with the highest overall satisfaction rating (8.6), outperforming MoneyGuidePro (7.4), and also led in market share.

Innovation and flexibility

RightCapital makes switching from MoneyGuidePro easy with modern, intuitive software and regular updates. One-page plan summaries, visual Roth conversion, dynamic retirement spending, and student loan management are just a few powerful features.

Download the RightCapital vs. MoneyGuide Comparison Chart to compare features and pricing—and see which planning platform fits your practice best.

Complete the form below to download the comparison chart

Get real advisors' perspectives on switching to RightCapital

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
Arrow and text "What Do Advisors Think Is the Best Financial Planning Software?"

December 12, 2025

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 higher ratings in all categories than MoneyGuide

January 16, 2026

RightCapital vs MoneyGuide: 7 Key Differences for Financial Advisors (2026)

Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.

  • 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