Compare RightCapital and eMoney 
At a Glance
Market Segments
Small-Business (84.6% of reviews)
Small-Business (75.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
RightCapital
Star Rating
(13)4.6 out of 5
Market Segments
Small-Business (84.6% of reviews)
Entry-Level Pricing
No pricing available
Learn more about RightCapitaleMoney
Star Rating
(45)4.5 out of 5
Market Segments
Small-Business (75.0% of reviews)
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that eMoney excels in its Client Portal feature, scoring 9.4, which reviewers mention provides a seamless experience for clients to access their financial information. In contrast, RightCapital also offers a strong client portal but with a slightly lower score of 8.8, indicating room for improvement.
- Reviewers mention that RightCapital shines in Platform Data Visualization, achieving a perfect score of 10.0, which users say makes it easy to interpret complex financial data. eMoney, while still strong at 9.4, does not quite match this level of effectiveness.
- G2 users highlight eMoney's Customizable Reporting feature, scoring 9.3, as a significant advantage, allowing for tailored reports that meet specific client needs. RightCapital, however, has a lower score of 9.2, suggesting it may not offer the same level of customization.
- Users on G2 report that RightCapital's Quality of Support is exceptional, with a score of 9.5, which reviewers say contributes to a positive user experience. eMoney, while still good at 8.9, does not reach the same level of support satisfaction.
- Reviewers mention that eMoney's Real-time Data functionality, scoring 9.6, is a standout feature that users say enhances decision-making processes. RightCapital, with a score of 8.3 in this area, may not provide the same immediacy in data updates.
- Users report that RightCapital's Platform Performance Reporting is highly rated at 9.4, which reviewers say allows for efficient tracking of financial metrics. eMoney, with a score of 8.6, may not deliver the same level of performance in reporting capabilities.
Featured Products
Sponsored
Sharesight
(1)
Investment Portfolio Management
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Pricing
Entry-Level Pricing
RightCapital
No pricing availableeMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
RightCapital
Free Trial is available
eMoney
Free Trial is available
Ratings
Meets Requirements
9.4
11
9.0
36
Ease of Use
8.9
11
8.4
36
Ease of Setup
Not enough data
8.5
23
Ease of Admin
Not enough data
9.1
9
Quality of Support
9.5
11
8.9
36
Has the product been a good partner in doing business?
Not enough data
9.1
9
Product Direction (% positive)
10.0
9
9.4
36
Features by Category
Functionality
Not enough data
9.3
9
Not enough data
8.3
9
Not enough data
9.4
9
Not enough data
8.3
9
Not enough data
9.6
9
Not enough data
8.7
9
Not enough data
9.2
6
Integration
Not enough data
8.7
9
Not enough data
8.7
9
Not enough data
8.3
9
Platform Additional Functionality
9.4
9
8.9
21
8.3
7
9.0
20
Platform Content
8.8
8
8.2
18
8.8
8
8.5
19
Platform Data
10.0
9
9.4
21
Platform Interoperability
7.4
7
7.9
19
Platform Performance
9.4
8
8.6
20
Categories
Categories
Shared Categories
RightCapital and eMoney are categorized as Financial Analytics and Investment Portfolio Management
Unique Categories
RightCapital has no unique categories
eMoney has no unique categories
Reviews
Reviewers' Company Size
RightCapital
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
92.3%
Investment Management
7.7%
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‐
‐
Other
0.0%
Financial Services
90.9%
Consulting
2.3%
Marketing and Advertising
2.3%
Investment Management
2.3%
Banking
2.3%
Other
0.0%
Most Helpful Reviews
RightCapital
Most Helpful Favorable Review
Verified User in Financial Services
Very easy to use, and the visuals and comparisons are very powerful in client presentations.
Most Helpful Critical Review
Bonnie M.
Verified User in Financial Services
I wish there were more integrations with other software, but that is something they are always working to add.
eMoney
Most Helpful Favorable Review
Verified User in Financial Services
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
Most Helpful Critical Review
Verified User in Financial Services
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
Verified User in Financial Services
Very easy to use, and the visuals and comparisons are very powerful in client presentations.
Verified User in Financial Services
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
Bonnie M.
Verified User in Financial Services
I wish there were more integrations with other software, but that is something they are always working to add.
Verified User in Financial Services
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
Alternatives
Discussions
RightCapital has no discussions with answers
What types of planning capabilities does eMoney provide?
1 comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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