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eMoney vs RightCapital:

Why RightCapital is the better alternative!

Many advisors are moving from eMoney 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.

#1 in financial advisor satisfaction

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

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

Complete the form below to download the comparison chart

Get real advisors' perspectives on switching to RightCapital

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
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
Anthony Ferraiolo headshot and quote, "I felt like RightCapital did a really good job of making it easy to get at least a baseline plan in place for clients quickly. Their product was more client-focused than advisor-focused like some of the other tools that are out there."

How an Advisor Found More Client Engagement and Innovations with RightCapital

Anthony Ferraiolo is a financial advisor passionate about sharing his financial planning ideas and insights. Here he shares his views on RightCapital and why he switched over from the software he was using while looking for a client-focused solution.
Jun 14, 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
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
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
Jonny West headshot and quote, “RightCapital is the best prospecting tool. It easily shows how I can provide answers to the most important questions that prospects have.”

How RightCapital Broadened This Advisor’s Impact, Increased His Closing Ratio, and More

Jonny West, CFP®, of Better Planning, Better Life, was looking to maximize his impact with clients. He now calls RightCapital “the most critical tool” to show clients what kind of lives are possible.
Aug 30, 2023