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Asset-Map vs RightCapital
Short answer: Asset-Map is best for discovery meetings and visual client conversations; RightCapital is best for advisors who want intuitive planning tools. On price, Asset-Map is From $149/mo and RightCapital is From $149.95/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
| Asset-Map | RightCapital | |
|---|---|---|
| What it is | Visual financial planning software that maps a client's financial life on one page. | Financial planning software focused on ease of use and client engagement. |
| Best for | Discovery meetings and visual client conversations | Advisors who want intuitive planning tools |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | 14-day trial offered. |
| Starting price | From $149/mo | From $149.95/advisor/mo |
| Key capabilities |
|
|
| Skip it if | You need deep cash-flow or estate modeling; pair it with full planning software. | You need month-to-month software for a short project. |
| Details | Asset-Map overview | RightCapital overview |
| Visit Asset-Map Get a Asset-Map demo | Visit RightCapital Get a RightCapital demo |
About Asset-Map
Asset-Map focuses on visual planning to make financial conversations easier for clients to understand, and says it is SOC 2 certified and integrates with common advisor tools.
Check before choosing Asset-Map
- Annual billing is cheaper than monthly
- Decide whether white-labeling (Elite) matters to you
- Check integrations with your CRM
About RightCapital
RightCapital offers planning tools for modern advisors, with an emphasis on communicating plans clearly to clients and helping firms scale.
Check before choosing RightCapital
- First year requires an annual commitment
- Assistants cost extra
- Compare Premium vs Platinum features you'll actually use
FAQ
Asset-Map vs RightCapital: which is better for financial advisors?
Asset-Map is best for discovery meetings and visual client conversations; RightCapital is best for advisors who want intuitive planning tools. On price, Asset-Map is From $149/mo and RightCapital is From $149.95/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between Asset-Map and RightCapital?
Asset-Map: Visual financial planning software that maps a client's financial life on one page. RightCapital: Financial planning software focused on ease of use and client engagement.
Is Asset-Map or RightCapital cheaper?
On price, Asset-Map is From $149/mo and RightCapital is From $149.95/advisor/mo (as of October 21, 2026).