Morningstar Office vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | Morningstar Office | RightCapital |
|---|---|---|
| Overall rating | 3.9 | 4.6 |
| Review count | 19 | 14 |
| Ease of use | 8.6 | 9.2 |
| Ease of setup | 9.1 | 8.6 |
| Quality of support | 8.7 | 9.6 |
| Meets requirements | 9.0 | 9.5 |
| NPS | 27.777778 | 78.571429 |
| Small Business | 84.2% | 85.7% |
| Mid-Market | 0.0% | 14.3% |
| Enterprise | 15.8% | 0.0% |
| Total page views | 66 | 495 |
| Total LLM citations | 212 | 2,586 |
Morningstar Office
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal.
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.