eMoney Advisor
6.5#6 in wealth managementAndroidiOSWebAPI
VisiteMoney Advisor vs RightCapital
RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitWhat both publish
| Fact | eMoney Advisor | RightCapital |
|---|---|---|
| Headquarters | Radnor, Pennsylvania, United States | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| Planning | Goals-based planning is included in Plus and Premier, while cash flow planning is included in Pro and Premier. | The software supports interactive retirement projections with Monte Carlo simulations, stress tests, and side-by-side scenario comparisons. |
| Security | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. | RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS. |
| Support | Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products. | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. |
| Trial | eMoney offers a free trial through a request form that asks for business contact and company information. | The product page offers a 14-day free trial. |
eMoney Advisor plans
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced on request
Pick eMoney Advisor if…
eMoney Advisor suits financial advisors and organizations such as banks, broker-dealers and registered investment advisors. It may fit teams seeking goal or cash-flow planning alongside client portals and integrations.
Pick RightCapital if…
It is intended for financial advisors who need retirement, tax, insurance, investment, estate or other planning tools and client-facing summaries. Its portal and mobile app also support clients who want to view financial details, track budgets and upload documents.