# Top 10 RightCapital Alternatives & Competitors

(14)4.6 out of 5

Thousands of users compare RightCapital with other Financial Analytics Software tools to find the best fit for their team or business. In most cases, users compare alternatives based on reliability and ease of use.   
 The best overall alternative to RightCapital is [eMoney](https://www.g2.com/products/emoney/reviews), rated ~4.7 stars on G2 from 67+ reviewers. It is frequently praised for customer support and user interface. Other well-known alternatives to RightCapital are: 
- [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) – known for integrations and scalability (G2 star rating ~4.0)
- [Asset-Map](https://www.g2.com/products/asset-map/reviews) – highly rated for reliability and integrations (G2 star rating ~4.8)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) – offers data accessibility and data availability (G2 star rating ~4.1)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) – best suited for teams that need customer support and user interface (G2 star rating ~4.3)

 Browse top options below. Based on G2 review data, RightCapital is most commonly used in industries like [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [401(k) Software](https://www.g2.com/categories/401-k). Compare user ratings by vertical to find the best fit.

## Best Paid & Free Alternatives to RightCapital

- eMoney
- Envestnet | MoneyGuide
- Asset-Map
- Morningstar Direct
- Betterment at Work
- Morningstar Direct Advisory Suite (formerly Advisor Workstation)
- Nitrogen
- Koyfin

## Top 10 Alternatives to RightCapital Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how RightCapital stacks up to the competition, check reviews from current & previous users in industries like Financial Services and Investment Management, and find the best product for your business.

[![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

Sponsored

G2 Advertising

Get 2x conversion than Google Ads with G2 Advertising!

G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.

[
Learn More
](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/0fe84b6b8a75810090aae252b253b288/emoney.jpg "Product Avatar Image")
](https://www.g2.com/products/emoney/reviews)

[
eMoney
](https://www.g2.com/products/emoney/reviews)

By [eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc)

[

4.7/5(67)

](https://www.g2.com/products/emoney/reviews#reviews)

Product Description

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Reviewers say compared to RightCapital, eMoney is:

More expensive

Categories in common with RightCapital:

[
Financial Analytics
](/categories/financial-analytics)[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/c94e1afb5529660f204d8fe9263d504e/envestnet-moneyguide.png "Product Avatar Image")
](https://www.g2.com/products/envestnet-moneyguide/reviews)

[
Envestnet | MoneyGuide
](https://www.g2.com/products/envestnet-moneyguide/reviews)

By [Envestnet](https://www.g2.com/sellers/envestnet)

[

4/5(23)

](https://www.g2.com/products/envestnet-moneyguide/reviews#reviews)

Product Description

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

Reviewers say compared to RightCapital, Envestnet | MoneyGuide is:

More expensive

Categories in common with RightCapital:

[
Financial Analytics
](/categories/financial-analytics)[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/b3df8a8a25ec6a50d22d16aadead3b87/asset-map.png "Product Avatar Image")
](https://www.g2.com/products/asset-map/reviews)

[
Asset-Map
](https://www.g2.com/products/asset-map/reviews)

By [Asset-Map Holdings, Inc.](https://www.g2.com/sellers/asset-map-holdings-inc)

[

4.8/5(129)

](https://www.g2.com/products/asset-map/reviews#reviews)

Product Description

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

Reviewers say compared to RightCapital, Asset-Map is:

More usable

More expensive

Better at support

Categories in common with RightCapital:

[
Financial Analytics
](/categories/financial-analytics)

[![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

Sponsored

G2 Advertising

Get 2x conversion than Google Ads with G2 Advertising!

G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.

[
Learn More
](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/75a53801b751cd36a8f7cad2be878ab1/morningstar-direct.png "Product Avatar Image")
](https://www.g2.com/products/morningstar-direct/reviews)

[
Morningstar Direct
](https://www.g2.com/products/morningstar-direct/reviews)

By [Morningstar](https://www.g2.com/sellers/morningstar)

[

4.1/5(426)

](https://www.g2.com/products/morningstar-direct/reviews#reviews)

Product Description

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

Reviewers say compared to RightCapital, Morningstar Direct is:

More expensive

Categories in common with RightCapital:

[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png "Product Avatar Image")
](https://www.g2.com/products/betterment-at-work/reviews)

[
Betterment at Work
](https://www.g2.com/products/betterment-at-work/reviews)

By [Betterment](https://www.g2.com/sellers/betterment)

[

4.3/5(709)

](https://www.g2.com/products/betterment-at-work/reviews#reviews)

Product Description

Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.

Reviewers say compared to RightCapital, Betterment at Work is:

More expensive

Categories in common with RightCapital:

[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/75a53801b751cd36a8f7cad2be878ab1/morningstar-direct-advisory-suite-formerly-advisor-workstation.png "Product Avatar Image")
](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

[
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

By [Morningstar](https://www.g2.com/sellers/morningstar)

[

4.1/5(285)

](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews#reviews)

Product Description

Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Reviewers say compared to RightCapital, Morningstar Direct Advisory Suite (formerly Advisor Workstation) is:

More expensive

Categories in common with RightCapital:

[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/41a3c24574ab7253e97afe66a02a3027/nitrogen-nitrogen.png "Product Avatar Image")
](https://www.g2.com/products/nitrogen-nitrogen/reviews)

[
Nitrogen
](https://www.g2.com/products/nitrogen-nitrogen/reviews)

By [Nitrogen](https://www.g2.com/sellers/nitrogen)

[

4/5(72)

](https://www.g2.com/products/nitrogen-nitrogen/reviews#reviews)

Product Description

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Reviewers say compared to RightCapital, Nitrogen is:

More expensive

Categories in common with RightCapital:

[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/2d734045120b900cbd749ae924da7481/koyfin.png "Product Avatar Image")
](https://www.g2.com/products/koyfin/reviews)

[
Koyfin
](https://www.g2.com/products/koyfin/reviews)

By [Koyfin](https://www.g2.com/sellers/koyfin)

[

4.8/5(132)

](https://www.g2.com/products/koyfin/reviews#reviews)

Product Description

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Reviewers say compared to RightCapital, Koyfin is:

More expensive

More usable

Categories in common with RightCapital:

[
Financial Analytics
](/categories/financial-analytics)[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg "Product Avatar Image")
](https://www.g2.com/products/orion-advisor-technology/reviews)

[
Orion Advisor Technology
](https://www.g2.com/products/orion-advisor-technology/reviews)

By [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)

[

4.4/5(98)

](https://www.g2.com/products/orion-advisor-technology/reviews#reviews)

Product Description

Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.

Categories in common with RightCapital:

[
Investment Portfolio Management
](/categories/investment-portfolio-management)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/9100a2de06beda3f93f5b8a3a3e5f2d6/spreadsheet-server-by-insightsoftware.png "Product Avatar Image")
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

[
Spreadsheet Server by insightsoftware
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

By [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)

[

4.4/5(81)

](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews#reviews)

Product Description

Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.

Reviewers say compared to RightCapital, Spreadsheet Server by insightsoftware is:

More expensive

Categories in common with RightCapital:

[
Financial Analytics
](/categories/financial-analytics)

### Explore Articles

[
Best security compliance software for small business
](https://www.g2.com/discussions/what-s-the-best-security-compliance-software-for-small-business)

[
Which financial consulting firms have proven expertise in mid-market manufacturing and service industry dynamics?
](https://www.g2.com/discussions/which-financial-consulting-firms-have-proven-expertise-in-mid-market-manufacturing-and-service-industry-dynamics)

[
What platform integrates translation management with CMS systems?
](https://www.g2.com/discussions/what-platform-integrates-translation-management-with-cms-systems)

[
Best MFT software for small business
](https://www.g2.com/discussions/what-s-the-best-mft-software-for-small-businesses)

[
Highly rated digital asset management app
](https://www.g2.com/discussions/highly-rated-digital-asset-management-app)

[
Which financial consulting providers focus on measurable ROI rather than generic management advice?
](https://www.g2.com/discussions/which-financial-consulting-providers-focus-on-measurable-roi-rather-than-generic-management-advice)

### Spotlight Categories

[
VoIP Providers
](https://www.g2.com/categories/voip)

[
Purchasing Software
](https://www.g2.com/categories/purchasing-software)

[
Account-Based Orchestration Platforms
](https://www.g2.com/categories/account-based-orchestration-platforms)