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Compare Envestnet | MoneyGuide and RightCapital

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At a Glance
Envestnet | MoneyGuide
Envestnet | MoneyGuide
Star Rating
(23)4.0 out of 5
Market Segments
Small-Business (81.8% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Envestnet | MoneyGuide
RightCapital
RightCapital
Star Rating
(13)4.6 out of 5
Market Segments
Small-Business (84.6% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about RightCapital

Envestnet | MoneyGuide vs RightCapital

  • Reviewers felt that RightCapital meets the needs of their business better than Envestnet | MoneyGuide.
  • When comparing quality of ongoing product support, reviewers felt that RightCapital is the preferred option.
  • For feature updates and roadmaps, our reviewers preferred the direction of RightCapital over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing available
RightCapital
No pricing available
Free Trial
Envestnet | MoneyGuide
No trial information available
RightCapital
Free Trial is available
Ratings
Meets Requirements
8.0
19
9.4
11
Ease of Use
8.1
19
8.9
11
Ease of Setup
7.6
7
Not enough data
Ease of Admin
7.9
7
Not enough data
Quality of Support
7.5
19
9.5
11
Has the product been a good partner in doing business?
8.6
7
Not enough data
Product Direction (% positive)
6.8
18
10.0
9
Features by Category
Investment Portfolio ManagementHide 14 FeaturesShow 14 Features
Not enough data
Not enough data
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.9
9
Platform Additional Functionality
Not enough data
9.4
9
Not enough data
8.3
7
Platform Content
Not enough data
8.8
8
Not enough data
8.8
8
Platform Data
Not enough data
10.0
9
Platform Interoperability
Not enough data
7.4
7
Platform Performance
Not enough data
9.4
8
Agentic AI - Financial Analytics
Not enough data
Not enough data
Categories
Categories
Shared Categories
Envestnet | MoneyGuide
Envestnet | MoneyGuide
RightCapital
RightCapital
Envestnet | MoneyGuide and RightCapital are categorized as Investment Portfolio Management and Financial Analytics
Unique Categories
Envestnet | MoneyGuide
Envestnet | MoneyGuide has no unique categories
RightCapital
RightCapital has no unique categories
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
81.8%
Mid-Market(51-1000 emp.)
13.6%
Enterprise(> 1000 emp.)
4.5%
RightCapital
RightCapital
Small-Business(50 or fewer emp.)
84.6%
Mid-Market(51-1000 emp.)
15.4%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Envestnet | MoneyGuide
Envestnet | MoneyGuide
Financial Services
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
Other
0.0%
RightCapital
RightCapital
Financial Services
92.3%
Investment Management
7.7%
Other
0.0%
Alternatives
Envestnet | MoneyGuide
Envestnet | MoneyGuide Alternatives
eMoney
eMoney
Add eMoney
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Add Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Asset-Map
Asset-Map
Add Asset-Map
Morningstar Direct
Morningstar Direct
Add Morningstar Direct
RightCapital
RightCapital Alternatives
eMoney
eMoney
Add eMoney
Asset-Map
Asset-Map
Add Asset-Map
Morningstar Direct
Morningstar Direct
Add Morningstar Direct
Betterment at Work
Betterment at Work
Add Betterment at Work
Discussions
Envestnet | MoneyGuide
Envestnet | MoneyGuide Discussions
Does MoneyGuidePro integrate with Salesforce?
1 Comment
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
Monty the Mongoose crying
Envestnet | MoneyGuide has no more discussions with answers
RightCapital
RightCapital Discussions
Monty the Mongoose crying
RightCapital has no discussions with answers