# Envestnet | MoneyGuide vs RightCapital Comparison | | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.6 out of 5 | | **Total Reviews** | 23 | 14 | | **Largest Market Segment** | Small-Business (81.8% of reviews) | Small-Business (85.7% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Ratings Comparison | Rating | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Meets Requirements** | 8.0 (19 reviews) | 9.4 (12 reviews) | | **Ease of Use** | 8.1 (19 reviews) | 9.0 (12 reviews) | | **Ease of Setup** | 7.6 (7 reviews) | Not enough data | | **Ease of Admin** | 7.9 (7 reviews) | Not enough data | | **Quality of Support** | 7.5 (19 reviews) | 9.6 (12 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (7 reviews) | Not enough data | | **Product Direction (% positive)** | 6.8 (18 reviews) | 10.0 (10 reviews) | --- ## Pricing ### Envestnet | MoneyGuide #### Entry-Level Pricing No pricing available #### Free Trial No information available ### RightCapital #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **RightCapital** | N/A | N/A | #### Functionality | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Customizable Reporting** | Not enough data | Not enough data | | **Market Analytics** | Not enough data | Not enough data | | **Client Portal** | Not enough data | Not enough data | | **Investment Accounting** | Not enough data | Not enough data | | **Real time ** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Customizable Reporting** | Not enough data | Not enough data | | **Investor Portal** | Not enough data | Not enough data | | **Historical Reporting** | Not enough data | Not enough data | | **Investor Reporting** | Not enough data | Not enough data | | **Visual Analytics** | Not enough data | Not enough data | | **Tax Compliance** | Not enough data | Not enough data | | **Portfolio Reporting** | Not enough data | Not enough data | #### Integration | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Data aggregation** | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | | **Portfolio Accounting** | Not enough data | Not enough data | | **Contact Management** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **Investor Management** | Not enough data | Not enough data | | **Trade Management** | Not enough data | Not enough data | | **Investment Management** | Not enough data | Not enough data | | **Portfolio Management** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **Compliance Management** | Not enough data | Not enough data | | **Order Management** | Not enough data | Not enough data | | **Fund Management** | Not enough data | Not enough data | | **Tax Management** | Not enough data | Not enough data | | **Cash Management** | Not enough data | Not enough data | | **Client Management** | Not enough data | Not enough data | | **Fee Management** | Not enough data | Not enough data | | **Financial Management** | Not enough data | Not enough data | | **Stock Management** | Not enough data | Not enough data | #### Agentic AI - Investment Portfolio Management | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Forecasting** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Categorization/Grouping** | Not enough data | Not enough data | | **Budgeting/Forecasting** | Not enough data | Not enough data | #### Additional Functionality | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Risk Assessment** | Not enough data | Not enough data | | **Automated Execution** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Financial Analysis** | Not enough data | Not enough data | | **Cryptocurrency Tracking** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Profit/Loss Statement** | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | | **General Ledger** | Not enough data | Not enough data | | **Customizable Reports** | Not enough data | Not enough data | | **Investor Communication** | Not enough data | Not enough data | | **Performance Analysis** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Portfolio Analysis** | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | | **CRM** | Not enough data | Not enough data | | **For Hedge Funds** | Not enough data | Not enough data | | **Audit Trail** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Mobile Access** | Not enough data | Not enough data | | **Modeling & Simulation** | Not enough data | Not enough data | | **Compliance Tracking** | Not enough data | Not enough data | | **For Investment Advisors** | Not enough data | Not enough data | | **Portfolio Rebalancing** | Not enough data | Not enough data | | **Investment Research** | Not enough data | Not enough data | | **Commodity Futures** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Activity Dashboard** | Not enough data | Not enough data | | **Benchmarking** | Not enough data | Not enough data | | **Alerts/Notifications** | Not enough data | Not enough data | | **Investments Tracking** | Not enough data | Not enough data | | **Bonds/Stocks** | Not enough data | Not enough data | | **For Investors & Traders** | Not enough data | Not enough data | | **Multi-Currency** | Not enough data | Not enough data | | **Stock Tracking** | Not enough data | Not enough data | | **Watch List** | Not enough data | Not enough data | | **What-if Analysis** | Not enough data | Not enough data | | **Goal Setting/Tracking** | Not enough data | Not enough data | | **Wash Sale Detection** | Not enough data | Not enough data | | **For Traders** | Not enough data | Not enough data | | **Side-by-Side Comparison** | Not enough data | Not enough data | ### Financial Analytics | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **RightCapital** | 8.9/10 | 10 | #### Platform Additional Functionality | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Dashboard** | Not enough data | 9.4 (9 reviews) | | **Cloud** | Not enough data | 8.3 (7 reviews) | #### Platform Content | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Automation** | Not enough data | 8.8 (8 reviews) | | **Content Library** | Not enough data | 8.9 (9 reviews) | #### Platform Data | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Visualization** | Not enough data | 10.0 (9 reviews) | #### Platform Interoperability | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **API** | Not enough data | 7.4 (7 reviews) | #### Platform Performance | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Reporting** | Not enough data | 9.4 (8 reviews) | #### Agentic AI - Financial Analytics | Feature | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) --- ## Reviewer Demographics ### By Company Size | Segment | Envestnet | MoneyGuide | RightCapital | |---|---|---| | **Small-Business** | 81.8% | 85.7% | | **Mid-Market** | 13.6% | 14.3% | | **Enterprise** | 4.5% | 0% | ### By Industry #### Envestnet | MoneyGuide - **Financial Services:** 90.9% - **Non-Profit Organization Management:** 4.5% - **Investment Management:** 4.5% #### RightCapital - **Financial Services:** 92.9% - **Investment Management:** 7.1% --- ## Alternatives ### Alternatives to Envestnet | MoneyGuide - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (296 reviews) - [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (434 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (710 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) — 4.5/5 stars (36 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (132 reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews) ### Alternatives to RightCapital - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (434 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (296 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (710 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (132 reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews) - [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (75 reviews) --- ## Top Discussions ### Envestnet | MoneyGuide - Title: [Does MoneyGuidePro integrate with Salesforce?](https://www.g2.com/discussions/does-moneyguidepro-integrate-with-salesforce) — 1 comment > **Top comment:** "My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on..." ### RightCapital No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/envestnet-moneyguide-vs-rightcapital)