MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs RightCapital
RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitWhat both publish
| Fact | MoneyGuide | RightCapital |
|---|---|---|
| Account aggregation | MoneyGuide says clients can link accounts through either MX or Yodlee aggregation options. | RightCapital says it does not store banking credentials, which are managed by Envestnet | Yodlee, and account access is read-only. |
| Headquarters | Powhatan, Virginia, United States | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. |
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 a year
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced on request
Pick MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.
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.