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

Financial Planning Opportunities with Workplace Retirement Savings Plans (and Secure Act 2.0 Implications)

Free CFP® CE-approved webinar for financial advisors

Watch the Replay

Thursday

July 21, 2022

1:00 PM ET

Daniel Gregoire Headshot
Presenter:
Daniel Gregoire
RightCapital
Watch our free CFP® CE-approved webinar that will cover how to optimize different workplace retirement savings plans and potential implications from the Secure Act 2.0 proposals.
  • Understand how different workplace savings plan types work

  • Learn when to apply Mega Backdoor Roth and Net Unrealized Appreciation (NUA) strategies

  • Discover planning opportunities around Secure Act 2.0's proposed RMD age adjustments and new provision changes

  • Learn how to combine tax-smart savings with tax-efficient distributions to maximize value

Unfortunately, we can't provide the CFP CE credit for watching recorded sessions. Want to get an invitation to future CFP CE webinars? Email webinar@rightcapital.com to be added to our list.

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