# Quicken, eMoney vs RightCapital Comparison | | Quicken | eMoney | RightCapital | |---|---|---|---| | **Star Rating** | 4.3 out of 5 | 4.7 out of 5 | 4.6 out of 5 | | **Total Reviews** | 76 | 67 | 14 | | **Largest Market Segment** | Small-Business (79.7% 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 ### Quicken **Not enough data** ### 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 | Quicken | eMoney | RightCapital | |---|---|---|---| | **Meets Requirements** | 8.9 (58 reviews) | 9.3 (57 reviews) | 9.4 (12 reviews) | | **Ease of Use** | 8.3 (60 reviews) | 8.5 (58 reviews) | 9.0 (12 reviews) | | **Ease of Setup** | 8.8 (26 reviews) | 9.1 (44 reviews) | Not enough data | | **Ease of Admin** | 8.7 (19 reviews) | 9.2 (11 reviews) | Not enough data | | **Quality of Support** | 8.3 (48 reviews) | 9.2 (56 reviews) | 9.6 (12 reviews) | | **Has the product been a good partner in doing business?** | 7.9 (19 reviews) | 9.2 (11 reviews) | Not enough data | | **Product Direction (% positive)** | 6.6 (58 reviews) | 9.4 (58 reviews) | 10.0 (10 reviews) | --- ## Pricing ### Quicken #### Entry-Level Pricing No pricing available #### Free Trial No information available ### 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 ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Quicken** | N/A | N/A | | **eMoney** | 9.1/10 | 14 | | **RightCapital** | N/A | N/A | #### Functionality | Feature | Quicken | 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 | Quicken | 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 | Quicken | 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 | |---|---|---| | **Quicken** | N/A | N/A | | **eMoney** | 9.0/10 | 41 | | **RightCapital** | 8.9/10 | 10 | #### Platform Additional Functionality | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Dashboard** | Not enough data | 9.3 (38 reviews) | 9.4 (9 reviews) | | **Cloud** | Not enough data | 9.4 (37 reviews) | 8.3 (7 reviews) | #### Platform Content | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Automation** | Not enough data | 8.6 (35 reviews) | 8.8 (8 reviews) | | **Content Library** | Not enough data | 8.8 (36 reviews) | 8.9 (9 reviews) | #### Platform Data | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Visualization** | Not enough data | 9.5 (40 reviews) | 10.0 (9 reviews) | #### Platform Interoperability | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **API** | Not enough data | 8.6 (36 reviews) | 7.4 (7 reviews) | #### Platform Performance | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Reporting** | Not enough data | 9.1 (39 reviews) | 9.4 (8 reviews) | #### Agentic AI - Financial Analytics | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Quicken** | N/A | N/A | | **eMoney** | N/A | N/A | | **RightCapital** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Quicken | eMoney | RightCapital | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | --- ## Categories **Unique to Quicken (1):** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) **Unique to eMoney (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 RightCapital (2):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) --- ## Reviewer Demographics ### By Company Size | Segment | Quicken | eMoney | RightCapital | |---|---|---|---| | **Small-Business** | 79.7% | 72.7% | 85.7% | | **Mid-Market** | 12.2% | 18.2% | 14.3% | | **Enterprise** | 8.1% | 9.1% | 0% | ### By Industry #### Quicken - **Accounting:** 12.2% - **Financial Services:** 9.5% - **Real Estate:** 6.8% - **Consumer Services:** 5.4% - **Computer Software:** 4.1% - **Marketing and Advertising:** 4.1% - **Non-Profit Organization Management:** 4.1% - **Religious Institutions:** 4.1% - **Mental Health Care:** 2.7% - **Hospital & Health Care:** 2.7% - **Other:** 44.6% #### 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 Quicken - [ProperConvert app](https://www.g2.com/products/properconvert-app/reviews) — 4.3/5 stars (107 reviews) - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) — 4.9/5 stars (272 reviews) - [Buxfer](https://www.g2.com/products/buxfer/reviews) — 4.6/5 stars (30 reviews) - [Khatabook](https://www.g2.com/products/khatabook/reviews) — 4.6/5 stars (15 reviews) - [Motus BYO](https://www.g2.com/products/motus-byo/reviews) — 4.6/5 stars (76 reviews) - [Symphony](https://www.g2.com/products/symphony-symphony/reviews) — 4.2/5 stars (45 reviews) - [AutoEntry](https://www.g2.com/products/autoentry/reviews) — 3.8/5 stars (11 reviews) - [SWELLEnterprise](https://www.g2.com/products/swellenterprise/reviews) — 4.0/5 stars (6 reviews) - [Paid](https://www.g2.com/products/paid/reviews) — 4.6/5 stars (26 reviews) - [CCH Intelliconnect](https://www.g2.com/products/cch-intelliconnect/reviews) — 4.6/5 stars (12 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 ### Quicken - Title: [What does Quicken software do?](https://www.g2.com/discussions/what-does-quicken-software-do) — 1 comment > **Top comment:** "It's a simple bookkeeping program for individuals or small businesses. You can manage and balance check registers, view your spending in charts, run..." ### 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/quicken-vs-emoney-vs-rightcapital)