
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.
Get real advisors' perspectives on switching 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.
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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.
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March 19, 2026
RightCapital vs MoneyGuide: 7 Differences for Financial Advisors
Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.
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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.
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