Envestnet | MoneyGuide vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | RightCapital |
|---|---|---|
| Overall rating | 4.0 | 4.6 |
| Review count | 23 | 14 |
| Ease of use | 8.3 | 9.2 |
| Ease of setup | 8.0 | 8.6 |
| Quality of support | 7.9 | 9.6 |
| Meets requirements | 8.3 | 9.5 |
| NPS | 36.363636 | 78.571429 |
| Small Business | 82.6% | 85.7% |
| Mid-Market | 13.0% | 14.3% |
| Enterprise | 4.3% | 0.0% |
| Total page views | 242 | 495 |
| Total LLM citations | 800 | 2,586 |
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
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.