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RightCapital vs eMoney vs MoneyGuide:

Why RightCapital is the better alternative!

Many advisors are switching to RightCapital. But should you? With RightCapital you get:

A lower cost of ownership

RightCapital Premium (our most popular option) retails at $2,160/yr vs eMoney Premier at $4,500+/yr and MoneyGuide Elite at $2,500/year.

#1 in financial advisor satisfaction

RightCapital received the highest overall satisfaction (9.1) in the August 2023 Kitces advisor survey, leaping ahead of eMoney (8.4) and MoneyGuide (7.7).

Rapid product innovation

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

Download this 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

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
Nicole Burdick headshot and quote, “I was connected with a lot of my peers who had been long-term eMoney users and they were like, ‘Oh my gosh, you have to do RightCapital. It's like night-and-day difference.’”

How This Advisor Found “A Night-and-Day Difference” Switching to RightCapital From eMoney

Nicole Burdick was an eMoney user and transitioned to RightCapital when establishing her own firm. Nicole was looking for a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.
Sep 15, 2023

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
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
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
Headshot of Cary Green and Jean Jacques Widmaier of Green Era Financial and quote, "It forced us to do an incredibly in-depth review, helping us identify better and additional ways to serve our clients."

How an RIA Firm Moved from eMoney to RightCapital and Discovered Ways to Better Serve Their Clients

We spoke with Green Era Financial about the decision and process of moving their clients from eMoney to RightCapital and what they would recommend for other advisors.
Apr 27, 2023
Chart from August 2023 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney

7 Key Differences Between RightCapital and eMoney in 2024

We understand that making a decision about which financial planning software is right for your practice is a big one. eMoney and RightCapital are both leaders in the financial planning software category. Let’s dig into what makes them different.
Jun 20, 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