Users report that eMoney excels in its Client Portal feature, scoring 9.4, which reviewers mention provides a seamless experience for clients to access their financial information. In contrast, RightCapital, while still strong, has a slightly lower score of 8.3 for Investment Accounting, indicating it may not be as robust in this area.
Reviewers mention that eMoney's Customizable Reporting feature is highly rated at 9.3, allowing users to tailor reports to their specific needs. RightCapital, however, has a lower score of 9.2 in the same category, suggesting it may offer less flexibility in report customization.
G2 users highlight eMoney's superior Real-time capabilities, scoring 9.6, which reviewers say enhances decision-making with up-to-date information. RightCapital, while effective, scores lower at 8.3 for Risk Management, indicating potential limitations in real-time risk assessment.
Users on G2 report that eMoney's Quality of Support is exceptional, with a score of 8.9, and reviewers mention that the support team is responsive and helpful. RightCapital shines in this area with a higher score of 9.5, suggesting it may offer even better customer service.
Reviewers mention that eMoney's Platform Data Visualization is rated at 9.4, which users say makes it easy to interpret complex data. RightCapital outperforms in this area with a perfect score of 10.0, indicating it may provide superior visual tools for data analysis.
Users say that eMoney's Dashboard functionality is rated at 8.9, which reviewers mention is user-friendly but not as intuitive as RightCapital's 9.4 score, suggesting that RightCapital may offer a more streamlined dashboard experience for everyday users.
Pricing
Entry-Level Pricing
RightCapital
No pricing available
eMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
to be able to quickly create a plan
a solution to serve clients with basic planning needs
What types of planning capabilities does eMoney provide?
1 Comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 Comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 Comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.