# FactSet Workstation, eMoney vs RightCapital Comparison

| | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.7 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 35 | 67 | 14 | 
| **Largest Market Segment** | Small-Business (45.7% of reviews) | Small-Business (72.7% of reviews) | Small-Business (85.7% of reviews) | 
| **Entry Level Price** | No pricing available | Free Trial 1 User Per Year | No pricing available | 

---
## Top Pros & Cons

### FactSet Workstation

Pros:
- Customization (2 reviews)
- Ease of Use (2 reviews)

Cons:
- Poor Usability (2 reviews)
- Complexity (1 reviews)

### eMoney

Pros:
- Customer Support (10 reviews)
- Features (6 reviews)

Cons:
- Feature Deficiency (6 reviews)
- Data Accessibility (3 reviews)

### RightCapital

**Not enough data**

---
## Ratings Comparison
| Rating | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
  | **Meets Requirements** | 9.2 (22 reviews) | 9.3 (57 reviews) | 9.4 (12 reviews) | 
  | **Ease of Use** | 8.6 (22 reviews) | 8.5 (58 reviews) | 9.0 (12 reviews) | 
  | **Ease of Setup** | 8.8 (8 reviews) | 9.1 (44 reviews) | Not enough data | 
  | **Ease of Admin** | Not enough data | 9.2 (11 reviews) | Not enough data | 
  | **Quality of Support** | 9.3 (20 reviews) | 9.2 (56 reviews) | 9.6 (12 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (8 reviews) | 9.2 (11 reviews) | Not enough data | 
  | **Product Direction (% positive)** | 8.3 (21 reviews) | 9.4 (58 reviews) | 10.0 (10 reviews) | 

---
## Pricing

### FactSet Workstation

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### eMoney

#### Entry-Level Pricing

Plan: eMoney Plus

Price: Free Trial 1 User Per Year

Description: A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:

Key Features:
- to be able to quickly create a plan  
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience

[Browse all 3 editions](https://www.g2.com/products/emoney/pricing)

#### Free Trial

Yes

### RightCapital

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | 7.7/10 | 13 |
| **eMoney** | N/A | N/A |
| **RightCapital** | N/A | N/A |

#### Financial Information

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Data Visualization** | 8.2 (11 reviews) | Not enough data | Not enough data | 
| **Document Search** | 7.7 (11 reviews) | Not enough data | Not enough data | 

#### Analysis

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Financial Analysis** | 8.1 (12 reviews) | Not enough data | Not enough data | 
| **Charting** | 7.6 (12 reviews) | Not enough data | Not enough data | 
| **Risk Analysis** | 7.5 (10 reviews) | Not enough data | Not enough data | 
| **Document Annotation** | 7.3 (8 reviews) | Not enough data | Not enough data | 
| **Collaboration** | 7.1 (8 reviews) | Not enough data | Not enough data | 

#### Market News

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Alerts and Monitoring** | 7.9 (13 reviews) | Not enough data | Not enough data | 
| **Market Information** | 7.9 (13 reviews) | Not enough data | Not enough data | 
| **Market News** | 8.1 (13 reviews) | Not enough data | Not enough data | 

#### Platform Basics

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Mobility** | 7.5 (10 reviews) | Not enough data | Not enough data | 
| **Interoperability** | 7.5 (10 reviews) | Not enough data | Not enough data | 

#### Agentic AI - Financial Research

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | N/A | N/A |
| **eMoney** | 9.1/10 | 14 |
| **RightCapital** | N/A | N/A |

#### Functionality

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Customizable Reporting** | Not enough data | 9.4 (14 reviews) | Not enough data | 
| **Market Analytics** | Not enough data | 8.8 (14 reviews) | Not enough data | 
| **Client Portal** | Not enough data | 9.6 (14 reviews) | Not enough data | 
| **Investment Accounting** | Not enough data | 8.8 (14 reviews) | Not enough data | 
| **Real time ** | Not enough data | 9.5 (14 reviews) | Not enough data | 
| **Compliance** | Not enough data | 8.8 (14 reviews) | Not enough data | 
| **Customizable Reporting** | Not enough data | 9.2 (10 reviews) | Not enough data | 

#### Integration

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Data aggregation** | Not enough data | 9.1 (13 reviews) | Not enough data | 
| **Accounting Integration** | Not enough data | 8.6 (13 reviews) | Not enough data | 
| **Risk Management** | Not enough data | 8.8 (13 reviews) | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | 7.0/10 | 8 |
| **eMoney** | 9.0/10 | 41 |
| **RightCapital** | 8.9/10 | 10 |

#### Platform Additional Functionality

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Dashboard** | 7.7 (8 reviews) | 9.3 (38 reviews) | 9.4 (9 reviews) | 
| **Cloud** | 7.1 (8 reviews) | 9.4 (37 reviews) | 8.3 (7 reviews) | 

#### Platform Content

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Automation** | 6.3 (8 reviews) | 8.6 (35 reviews) | 8.8 (8 reviews) | 
| **Content Library** | 6.9 (8 reviews) | 8.8 (36 reviews) | 8.9 (9 reviews) | 

#### Platform Data

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Visualization** | 6.7 (8 reviews) | 9.5 (40 reviews) | 10.0 (9 reviews) | 

#### Platform Interoperability

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **API** | 6.2 (7 reviews) | 8.6 (36 reviews) | 7.4 (7 reviews) | 

#### Platform Performance

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Reporting** | 6.7 (7 reviews) | 9.1 (39 reviews) | 9.4 (8 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | Not enough data | 

### Financial Risk Management

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | N/A | N/A |
| **eMoney** | N/A | N/A |
| **RightCapital** | N/A | N/A |

#### Platform Data

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Visualization** | Not enough data | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Multi-Factor Analysis** | Not enough data | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | Not enough data | 

#### Platform Basics

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Risk Management

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 

### Market Intelligence

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | N/A | N/A |
| **eMoney** | N/A | N/A |
| **RightCapital** | N/A | N/A |

#### Data collection

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Natural Language Processing (NLP)** | Not enough data | Not enough data | Not enough data | 
| **Data Sources** | Not enough data | Not enough data | Not enough data | 
| **Custom Research Sources** | Not enough data | Not enough data | Not enough data | 
| **Lead Enrichment** | Not enough data | Not enough data | Not enough data | 
| **Advanced Data Collection** | Not enough data | Not enough data | Not enough data | 

#### Segment Trending

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Web** | Not enough data | Not enough data | Not enough data | 
| **Social** | Not enough data | Not enough data | Not enough data | 
| **Benchmarks** | Not enough data | Not enough data | Not enough data | 
| **Finance ** | Not enough data | Not enough data | Not enough data | 

#### Analysis

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Custom Dashboards** | Not enough data | Not enough data | Not enough data | 
| **Reports** | Not enough data | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | Not enough data | 

#### Platform

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Search** | Not enough data | Not enough data | Not enough data | 
| **User, Role, And Access Management** | Not enough data | Not enough data | Not enough data | 
| **Mobile User Support** | Not enough data | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | Not enough data | 
| **Collaboration** | Not enough data | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Market Intelligence

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### Fixed Income Pricing Data

| Product | Score | Reviews |
|---|---|---|
| **FactSet Workstation** | N/A | N/A |
| **eMoney** | N/A | N/A |
| **RightCapital** | N/A | N/A |

#### Market Data

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Market Data** | Not enough data | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Filtering** | Not enough data | Not enough data | Not enough data | 

#### Analytics

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Portfolio Management** | Not enough data | Not enough data | Not enough data | 
| **Machine Learning** | Not enough data | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI -  Fixed Income Pricing Data

| Feature | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

**Unique to FactSet Workstation (4):** [Financial Research Software](https://www.g2.com/categories/financial-research), [Market Intelligence Software](https://www.g2.com/categories/market-intelligence), [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management), [Fixed Income Pricing Data Software](https://www.g2.com/categories/fixed-income-pricing-data)




---
## Reviewer Demographics

### By Company Size

| Segment | FactSet Workstation | eMoney | RightCapital | 
|---|---|---|---|
| **Small-Business** | 45.7% | 72.7% | 85.7% | 
| **Mid-Market** | 14.3% | 18.2% | 14.3% | 
| **Enterprise** | 40.0% | 9.1% | 0% | 

### By Industry

#### FactSet Workstation

- **Financial Services:** 37.1%
- **Investment Management:** 22.9%
- **Investment Banking:** 11.4%
- **Banking:** 5.7%
- **Venture Capital & Private Equity:** 2.9%
- **Semiconductors:** 2.9%
- **Research:** 2.9%
- **Legal Services:** 2.9%
- **Hospital & Health Care:** 2.9%
- **Capital Markets:** 2.9%
- **Other:** 5.7%

#### eMoney

- **Financial Services:** 93.9%
- **Consulting:** 1.5%
- **Marketing and Advertising:** 1.5%
- **Investment Management:** 1.5%
- **Banking:** 1.5%

#### RightCapital

- **Financial Services:** 92.9%
- **Investment Management:** 7.1%

---
## Alternatives

### Alternatives to FactSet Workstation

- [AlphaSense](https://www.g2.com/products/alphasense/reviews) — 4.6/5 stars (317 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 (275 reviews)
- [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) — 4.4/5 stars (69 reviews)
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- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) — 4.5/5 stars (9095 reviews)
- [Klue](https://www.g2.com/products/klue/reviews) — 4.7/5 stars (443 reviews)
- [Semrush](https://www.g2.com/products/semrush/reviews) — 4.5/5 stars (3385 reviews)
- [G2 Marketing Solutions](https://www.g2.com/products/g2/reviews) — 4.6/5 stars (5513 reviews)

### Alternatives to eMoney

- [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) — 4.0/5 stars (23 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 (275 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) — 4.0/5 stars (407 reviews)
- [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews)
- [Ziggma](https://www.g2.com/products/ziggma/reviews) — 4.7/5 stars (18 reviews)
- [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews) — 4.5/5 stars (12 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 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 (123 reviews)

### Alternatives to RightCapital

- [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) — 4.0/5 stars (23 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) — 4.0/5 stars (407 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 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 (275 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 (123 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 (74 reviews)

---
## Top Discussions

### FactSet Workstation

- Title: [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) — 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..."

### eMoney

- Title: [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) — 2 comments
  > **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..."
- Title: [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) — 1 comment
  > **Top comment:** "eMoney is a premium platform, and costs just under $400 USD/mo per license. "
- Title: [How does eMoney differ from other wealth management platforms?](https://www.g2.com/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to..."
- Title: [How does eMoney keep its data secure?](https://www.g2.com/discussions/how-does-emoney-keep-its-data-secure) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort..."
- Title: [Does eMoney offer data entry services?](https://www.g2.com/discussions/does-emoney-offer-data-entry-services) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and..."

### RightCapital

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/factset-workstation-vs-emoney-vs-rightcapital)