Asset-Map vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | Asset-Map | RightCapital |
|---|---|---|
| Overall rating | 4.8 | 4.6 |
| Review count | 137 | 14 |
| Ease of use | 9.4 | 9.2 |
| Ease of setup | 9.4 | 8.6 |
| Quality of support | 9.8 | 9.6 |
| Meets requirements | 9.3 | 9.5 |
| NPS | 90.510949 | 78.571429 |
| Small Business | 84.7% | 85.7% |
| Mid-Market | 4.4% | 14.3% |
| Enterprise | 10.9% | 0.0% |
| Total page views | 745 | 495 |
| Total LLM citations | 3,694 | 2,586 |
Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.
RightCapital
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.