RightCapital vs eMoney Advisor

RightCapital8.4Visit eMoney Advisor—Visit

Higher score RightCapital #1 in Financial Planning Software 8.4/10 From $149.95/mo · 14-day trial ✓ 7 of 7 features Visit RightCapital

vs

eMoney Advisor #2 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit eMoney Advisor

• RightCapital fits best

  Advisors wanting comprehensive modern planning

• eMoney Advisor fits best

  Full-service advisory firms

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Side by side

Feature	RightCapital 8.4/10 Visit ↗	eMoney Advisor —/10 Visit ↗
At a glance
Editor score	8.4	—
Ranking	#1 in Financial Planning Software	#2 in Financial Planning Software
Best for	Advisors wanting comprehensive modern planning	Full-service advisory firms
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	—	Not published
Free trial	—	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Features RightCapital 7/7 · eMoney Advisor 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers retirement, tax, investment, insurance, estate, and college planning Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment Client portal, document vault, and iOS and Android apps support collaboration	Covers goals, cash flow, tax, insurance, investment, and scenario planning Client Portal supports aggregation, budgeting, document storage, and goal tracking Web, mobile, API access, and 15 listed third-party integrations
Cons	No free plan; paid plans require an annual first-year commitment Starting price is $149.95 per advisor per month Enterprise pricing requires contacting sales	Pricing varies by organization and requires contacting sales Capabilities differ across Plus, Pro, and Premier packages Broad coverage may be more than narrow-scope planning teams need
Our verdict	RightCapital is financial planning software for financial advisors and their clients. It brings retirement, cash-flow, tax, investment, insurance, estate, education, debt, student-loan, business, and budgeting workflows into one product.… Read the review →	eMoney Advisor is financial planning software for financial advisors, banks, broker-dealers, and registered investment advisors. Its coverage spans goals-based and cash-flow planning, tax calculations, scenario analysis, Monte Carlo… Read the review →

Strengths and trade-offs

• RightCapital — where it wins

  • Covers retirement, tax, investment, insurance, estate, and college planning
  • Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment
  • Client portal, document vault, and iOS and Android apps support collaboration

  Where it doesn't

  • No free plan; paid plans require an annual first-year commitment
  • Starting price is $149.95 per advisor per month
  • Enterprise pricing requires contacting sales

• eMoney Advisor — where it wins

  • Covers goals, cash flow, tax, insurance, investment, and scenario planning
  • Client Portal supports aggregation, budgeting, document storage, and goal tracking
  • Web, mobile, API access, and 15 listed third-party integrations

  Where it doesn't

  • Pricing varies by organization and requires contacting sales
  • Capabilities differ across Plus, Pro, and Premier packages
  • Broad coverage may be more than narrow-scope planning teams need

• RightCapital8.4/10 · From $149.95/mo · 14-day trial

  A broad advisor platform spanning planning, analysis, collaboration, and client access.

  Visit RightCapitalFull verdict →
• eMoney Advisor—/10 · Pricing on request

  A broad planning suite for advisory firms that need client collaboration and analysis.

  Visit eMoney AdvisorFull verdict →