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Financial Analytics Software
Envestnet | MoneyGuide
RightCapital
Envestnet | MoneyGuide-vs-RightCapital
Compare Envestnet | MoneyGuide and RightCapital
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Investment Portfolio Management
Financial Analytics
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Small-Business Reviewers
Mid-Market Reviewers
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At a Glance
Pricing
Ratings
Features
Reviews
Alternatives
Discussions
Add Product
Envestnet | MoneyGuide
(23)
4.0
out of
5
Envestnet | MoneyGuide
By
Envestnet
RightCapital
(14)
4.6
out of
5
RightCapital
By
RightCapital
At a Glance
Star Rating
(23)
4.0
out of
5
(14)
4.6
out of
5
Market Segments
Small-Business (81.8% of reviews)
Information
Small-Business (85.7% of reviews)
Information
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
No pricing available
Envestnet | MoneyGuide
Star Rating
(23)
4.0
out of
5
Market Segments
Small-Business (81.8% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Envestnet | MoneyGuide
RightCapital
Star Rating
(14)
4.6
out of
5
Market Segments
Small-Business (85.7% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about RightCapital
Envestnet | MoneyGuide vs RightCapital
Reviewers felt that RightCapital meets the needs of their business better than Envestnet | MoneyGuide.
When comparing quality of ongoing product support, reviewers felt that RightCapital is the preferred option.
For feature updates and roadmaps, our reviewers preferred the direction of RightCapital over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing available
RightCapital
No pricing available
Free Trial
Envestnet | MoneyGuide
No trial information available
RightCapital
Free Trial is available
Ratings
Meets Requirements
8.0
19
9.4
12
Ease of Use
8.1
19
9.0
12
Ease of Setup
7.6
7
Not enough data
Ease of Admin
7.9
7
Not enough data
Quality of Support
7.5
19
9.6
12
Has the product been a good partner in doing business?
8.6
7
Not enough data
Product Direction (% positive)
6.8
18
10.0
10
Features by Category
Investment Portfolio Management
Hide 14 Features
Show 14 Features
Not enough data
Not enough data
Functionality
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
Integration
Data aggregation
Not enough data
Not enough data
Accounting Integration
Not enough data
Not enough data
Risk Management
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
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
Financial Analytics
Hide 8 Features
Show 8 Features
Not enough data
8.9
10
Platform Additional Functionality
Dashboard
Not enough data
9.4
(won by default)
9
Cloud
Not enough data
8.3
(won by default)
7
Platform Content
Automation
Not enough data
8.8
(won by default)
8
Content Library
Not enough data
8.9
(won by default)
9
Platform Data
Visualization
Not enough data
10.0
(won by default)
9
Platform Interoperability
API
Not enough data
7.4
(won by default)
7
Platform Performance
Reporting
Not enough data
9.4
(won by default)
8
Agentic AI - Financial Analytics
Proactive Assistance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Envestnet | MoneyGuide
RightCapital
Envestnet | MoneyGuide and RightCapital are categorized as
Investment Portfolio Management
and
Financial Analytics
Unique Categories
Envestnet | MoneyGuide has no unique categories
RightCapital has no unique categories
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business
(50 or fewer emp.)
81.8%
Mid-Market
(51-1000 emp.)
13.6%
Enterprise
(> 1000 emp.)
4.5%
RightCapital
Small-Business
(50 or fewer emp.)
85.7%
Mid-Market
(51-1000 emp.)
14.3%
Enterprise
(> 1000 emp.)
0%
Small-Business
(50 or fewer emp.)
81.8%
85.7%
Mid-Market
(51-1000 emp.)
13.6%
14.3%
Enterprise
(> 1000 emp.)
4.5%
0%
Reviewers' Industry
Envestnet | MoneyGuide
Financial Services
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
‐
‐
Other
0.0%
RightCapital
Financial Services
92.9%
Investment Management
7.1%
‐
‐
‐
Other
0.0%
Alternatives
Envestnet | MoneyGuide Alternatives
eMoney
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RightCapital Alternatives
eMoney
Add eMoney
Asset-Map
Add Asset-Map
Morningstar Direct
Add Morningstar Direct
Betterment at Work
Add Betterment at Work
See all alternatives
Discussions
Envestnet | MoneyGuide Discussions
Does MoneyGuidePro integrate with Salesforce?
1 Comment
NG
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...
Read more
Envestnet | MoneyGuide has no more discussions with answers
See all discussions
RightCapital Discussions
RightCapital has no discussions with answers
See all discussions
Ask Envestnet | MoneyGuide a Question
Contact Envestnet | MoneyGuide
Ask RightCapital a Question
Contact RightCapital
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