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Best AI for Advisors

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eMoney Advisor vs RightCapital

Short answer: eMoney Advisor is best for comprehensive, cash-flow-based planning; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); eMoney Advisor sells by quote. Book demos of both and test them on your real workflow.

eMoney AdvisorRightCapital
What it isFinancial planning software for advisors, planners and RIAs.Financial planning software focused on ease of use and client engagement.
Best forComprehensive, cash-flow-based planningAdvisors who want intuitive planning tools
CategoryFinancial planning softwareFinancial planning software
Free optionNone listed14-day trial offered.
Starting priceContact vendorFrom $149.95/advisor/mo
Key capabilities
  • Financial planning across every stage of advice
  • Client-facing tools that show the impact of decisions
  • Cash-flow-based planning
  • Retirement planning with Smart Import and OCR
  • RightExpress prospecting on Premium and up
  • Live phone, email and chat support
Skip it ifYou want transparent self-serve pricing.You need month-to-month software for a short project.
DetailseMoney Advisor overviewRightCapital overview
Visit eMoney Advisor
Get a eMoney Advisor demo
Visit RightCapital
Get a RightCapital demo

About eMoney Advisor

eMoney offers financial planning solutions across every stage of advice, with client-facing tools that help clients see the impact of decisions.

Check before choosing eMoney Advisor

  • Ask about pricing by advisor and by module
  • Check whether your broker-dealer has a firm-level agreement
  • Trial a real client scenario before committing

eMoney Advisor review · eMoney Advisor pricing

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

RightCapital review · RightCapital pricing

FAQ

eMoney Advisor vs RightCapital: which is better for financial advisors?

eMoney Advisor is best for comprehensive, cash-flow-based planning; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); eMoney Advisor sells by quote. Book demos of both and test them on your real workflow.

What is the difference between eMoney Advisor and RightCapital?

eMoney Advisor: Financial planning software for advisors, planners and RIAs. RightCapital: Financial planning software focused on ease of use and client engagement.

Is eMoney Advisor or RightCapital cheaper?

RightCapital publishes pricing (From $149.95/advisor/mo); eMoney Advisor sells by quote.

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