RightCapital vs Moneytree

RightCapital8.9Visit Moneytree8.6Visit

Higher score RightCapital #4 in Financial Advisor Software 8.9/10 14-day trial Free trial✓ 1 of 6 features Visit RightCapital

vs

Moneytree #6 in Financial Advisor Software 8.6/10 14-day trial Free trial✓ 1 of 6 features Visit Moneytree

• RightCapital fits best

  Advisors needing deep planning

• Moneytree fits best

  Established comprehensive planning teams

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Side by side

Feature	RightCapital 8.9/10 Visit ↗	Moneytree 8.6/10 Visit ↗
At a glance
Editor score	8.9	8.6
Ranking	#4 in Financial Advisor Software	#6 in Financial Advisor Software
Best for	Advisors needing deep planning	Established comprehensive planning teams
Pricing model	Paid	Paid
Starting price	$149.95/mo	$1,195/user/yr
Free plan	—	—
Free trial	14 days	14 days
Free trial length	14 days	14 days
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Features RightCapital 1/6 · Moneytree 1/6
Client portal	✓	✓
Financial planning	Not checked yet	Not checked yet
Proposal generation	Not checked yet	Not checked yet
Compliance workflows	Not checked yet	Not checked yet
Document vault	Not checked yet	Not checked yet
Billing and invoicing	Not checked yet	Not checked yet
Our review
Pros	Covers retirement, tax, investment, insurance, estate, and college planning Compares current and proposed plans with what-if scenarios Adds client portal, document vault, budgeting, and mobile apps	Covers goals, cash flow, retirement, tax, and investment planning Includes Monte Carlo, scenario analysis, and client-ready reporting Offers guided data entry, a client portal, and automated onboarding
Cons	No free plan; the trial lasts 14 days The first year requires an annual commitment Enterprise pricing requires contacting sales	Essential starts at $1,195 per user per year, billed annually The listed integration is limited to Wealthbox CRM Enterprise pricing requires contacting sales
Our verdict	RightCapital is financial planning software for financial advisors and their clients. It brings retirement, cash-flow, goal, tax, investment, insurance, estate, education, debt, student-loan, business, and budgeting capabilities into one… Read the review →	Moneytree is financial planning software for financial advisors and advisory firms that need structured planning across client goals, cash flow, retirement, taxes, investments, and estate considerations. Its web and API access supports… Read the review →

Strengths and trade-offs

• RightCapital — where it wins

  • Covers retirement, tax, investment, insurance, estate, and college planning
  • Compares current and proposed plans with what-if scenarios
  • Adds client portal, document vault, budgeting, and mobile apps

  Where it doesn't

  • No free plan; the trial lasts 14 days
  • The first year requires an annual commitment
  • Enterprise pricing requires contacting sales

• Moneytree — where it wins

  • Covers goals, cash flow, retirement, tax, and investment planning
  • Includes Monte Carlo, scenario analysis, and client-ready reporting
  • Offers guided data entry, a client portal, and automated onboarding

  Where it doesn't

  • Essential starts at $1,195 per user per year, billed annually
  • The listed integration is limited to Wealthbox CRM
  • Enterprise pricing requires contacting sales

• RightCapital8.9/10 · 14-day trial

  A broad planning suite for advisors who need detailed tax, investment, and goal analysis.

  Visit RightCapitalFull verdict →
• Moneytree8.6/10 · 14-day trial

  A comprehensive planning suite for established teams, with a high annual entry price.

  Visit MoneytreeFull verdict →