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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

Retirement Planning & Navigating Medicare Decisions

Free CFP® CE-approved webinar for financial advisors

Register

Thurs Sept 22, 2022

1:00 PM ET

Daniel Gregoire Headshot
Presenter:
Daniel Gregoire
RightCapital
Roughly 10,000 Americans enroll in Medicare every day, according to the Centers for Medicare and Medicaid Services (CMS). That's a lot of people who have to navigate this often-confusing enrollment process.

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

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This Just In—Key Takeaways from the Latest 2021 Kitces Report

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Feb 03, 2022

What’s the Best Financial Planning Software According to Advisors and Why?

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY think we are the best.
May 10, 2022

How to Make the RightCapital Platform Yours

The RightCapital software is fully customizable so you can truly make it your own! Use our platform to provide your clients with a personalized experience that will always bring them back to you.
Mar 31, 2022