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RightCapital vs MoneyGuide
Short answer: RightCapital is best for advisors who want intuitive planning tools; MoneyGuide is best for goals-based planning conversations. On price, RightCapital is From $149.95/advisor/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
| RightCapital | MoneyGuide | |
|---|---|---|
| What it is | Financial planning software focused on ease of use and client engagement. | Envestnet's goals-based financial planning software. |
| Best for | Advisors who want intuitive planning tools | Goals-based planning conversations |
| Category | Financial planning software | Financial planning software |
| Free option | 14-day trial offered. | None listed |
| Starting price | From $149.95/advisor/mo | From $175/advisor/mo |
| Key capabilities |
|
|
| Skip it if | You need month-to-month software for a short project. | You want month-to-month planning software. |
| Details | RightCapital overview | MoneyGuide overview |
| Visit RightCapital Get a RightCapital demo | Visit MoneyGuide Get a MoneyGuide demo |
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
About MoneyGuide
MoneyGuide, part of Envestnet, delivers personalized, actionable financial plans with advisor tools focused on client goals.
Check before choosing MoneyGuide
- All plans are annual subscriptions
- Add-ons are priced per user per year
- Check for broker-dealer or enterprise pricing
FAQ
RightCapital vs MoneyGuide: which is better for financial advisors?
RightCapital is best for advisors who want intuitive planning tools; MoneyGuide is best for goals-based planning conversations. On price, RightCapital is From $149.95/advisor/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between RightCapital and MoneyGuide?
RightCapital: Financial planning software focused on ease of use and client engagement. MoneyGuide: Envestnet's goals-based financial planning software.
Is RightCapital or MoneyGuide cheaper?
On price, RightCapital is From $149.95/advisor/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026).