Betterment Advisor Solutions vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | Betterment Advisor Solutions | RightCapital |
|---|---|---|
| Overall rating | 4.4 | 4.6 |
| Review count | 64 | 14 |
| Ease of use | 9.4 | 9.2 |
| Ease of setup | 9.4 | 8.6 |
| Quality of support | 8.6 | 9.6 |
| Meets requirements | 8.6 | 9.5 |
| NPS | 56.451613 | 78.571429 |
| Small Business | 97.7% | 85.7% |
| Mid-Market | 0.0% | 14.3% |
| Enterprise | 2.3% | 0.0% |
| Total page views | 956 | 495 |
| Total LLM citations | 1,800 | 2,586 |
Betterment Advisor Solutions
Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. Upgrade your experience today and visit: https://www.betterment.com/advisors. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards).
- Ease of Use
- Customer Support
- Simple
- Easy Setup
- Setup Ease
- User Experience
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.