MoneyGuide vs RightCapital:
Why RightCapital is the better alternative!
MoneyGuidePro requires additional fees for account aggregations, business intelligence, and client marketing materials, which are all included in RightCapital Premium at a lower price.
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.
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.
Register
Thurs Sept 22, 2022
1:00 PM ET
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