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eMoney Advisor vs RightCapital

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
RightCapital logo
RightCapitalFinancial Planning & Analysis
Starts at $125/moPublished price
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

RightCapital logo
RightCapital
Financial Planning & Analysis

Financial planning software done right

Overview
CategoryFinancial Planning & AnalysisFinancial Planning & Analysis
What it isFinancial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.Financial planning software for advisors with tax planning and client portal.
Pricing
Published priceFrom $379 / mo
Widely reported around $379/mo per advisor for the full emX platform (roughly $3,500+/yr); a lighter emX Select tier is lower cost. Fidelity custody clients may get preferential p…
Starts at $125/mo
Pricing modelCustom quotePer seat
Free optionsNo free plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002015
Team size501-1000 employees51-200 employees
HeadquartersRadnor, PAShelton, CT

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