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

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 received the highest overall satisfaction (9.1) in the August 2023 Kitces advisor survey, leaping ahead of MoneyGuide (7.7).

Innovation and flexibility

One-page plan summaries, visual Roth conversion, dynamic retirement spending strategies and student loan management are just a few of many unique features.

Download the RightCapital vs MoneyGuide Feature Comparison Chart to see which financial planning software is right for your practice.

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Get real advisors' perspectives on switching to RightCapital

Why Switching From MoneyGuidePro Gave This Advisor More Time for Client Discussions

Advisor Scott Frey switched to RightCapital from MoneyGuidePro and found more time to effect change, an easy transition, increased engagement, more trust from clients, less “technical overhead”, and collaboration and trust with the software.
Jul 25, 2023
Screenshot from GAFF Deskside Chat: “Advisor Perspectives: Building a New Tech Stack and Transitioning to RightCapital,”

Thinking about Switching to RightCapital from eMoney or MoneyGuide?

Are you thinking about switching to RightCapital from eMoney or MoneyGuide? Two advisors share the good, bad, and why behind switching to RightCapital.
May 19, 2023
Thumbs up and hearts coming out of a keyboard while someone is typing

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 continue to choose RightCapital.
Oct 11, 2024
Chart from "The Technology That Independent Financial Advisors Actually Use And Like," The Kitces Report, Volume 1, 2023, showing RightCapital's satisfaction and value above other leaders in the industry

7 Key Differences Between RightCapital and MoneyGuide in 2024

The decision on which financial planning software to use with your practice can be a tough one. Two of the leaders in the industry are RightCapital and MoneyGuidePro. Let’s take a look at the differences between them.
Jun 11, 2024
Quote from Kitces Report on "The Technology That Independent Financial Advisors Actually Use and Like": "RightCapital, which ranked highest in overall satisfaction, received average or above average satisfaction ratings in all 13 attributes. No other financial planning software vendor rated so consistently high across every attribute."

Insights From the 2023 Kitces Report “The Technology That Independent Financial Advisors Actually Use And Like”

The Kitces team has once again delivered fresh, insightful advisor tech benchmarks in the August 2023 study, “The Technology That Independent Financial Advisors Actually Use And Like.”
Aug 17, 2023