RightCapital vs Orion Planning

RightCapital8.4Visit Orion Planning—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

Orion Planning #6 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

• RightCapital fits best

  Advisors wanting comprehensive modern planning

• Orion Planning fits best

  Orion-integrated wealth management teams

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature	RightCapital 8.4/10 Visit ↗	Orion Planning —/10 Visit ↗
At a glance
Editor score	8.4	—
Ranking	#1 in Financial Planning Software	#6 in Financial Planning Software
Best for	Advisors wanting comprehensive modern planning	Orion-integrated wealth management teams
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 · Orion Planning 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	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports
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 requires a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms
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 →	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… 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

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

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

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

  Visit RightCapitalFull verdict →
• Orion Planning—/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →