RightCapital or MoneyGuidePro

Why BayRock switched to move to RightCapital from MoneyGuidePro.

RightCapital has (almost) everything MoneyGuidePro has and RightCapital has a few features that MoneyGuidePro is missing. Both RightCapital and MoneyGuidePro are fantastic tools for Financial Planning, for Certified Financial Planner™ Professionals, and for clients managing wealth. So, why did I switch to RightCapital from MoneyGuidePro?

Why Buy RightCapital

RightCapital helps BayRock Deliver Smarter Strategies and Better Results. As a CFP® Professional, I needed solutions, not obstacles. While MoneyGuidePro was a great tool, the version we used at Morgan Stanley was bogged down with all kinds of added junk required by the Big Bank on Wall Street. When I became and Independent Fidcuciary, I wanted my company – BayRock Financial – to have the best tools in the wealth management business. I absolutely believe that and that every family needs and deserves a quality financial plan. RightCapital off the shelf allows me to deliver Smarter Strategies and Better Results – at a lower cost than MoneyGuidePro.

RightCapital Offers:

• A lower cost of ownership. MoneyGuidePro requires add-on fees for account aggregations, business intelligence, and client marketing materials, which are all included in RightCapital Premium.

• A simple 6-step client onboarding. RightCapital doesn’t require extensive data entry to get started. Just enter the basic financial data you need for a specific analysis such as retirement, insurance needs, or social security optimization.

• Goal-based AND cash flow-based planning options. Toggle between either goal- or cash flow-based planning approach depending on your client’s needs or your preference.

Download the 👉 RightCapital vs MoneyGuide Feature Comparison Chart 👈 to see which financial planning software is right for your practice.

About RightCapital

RightCapital’s mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. For more information visit RightCapital.com.

Why I Chose RightCapital over MoneyGuidePro

Higher satisfaction among financial advisors

I belive Financial Advisors are a lot like our clients. We don’t like surprises and when we sign up for a subscription service, we don’t like surprises. With all of the upgrades being offered by Envestnet I was always feeling like I was missing out on “the good stuff” and yet, I really didn’t want to pay more money for each new shiny nickel that came along with each and every product upgrade.

Goal-Based and Cash-Flow-Based Planning

At BayRock, we still believe every family needs and deserves a quality financial plan. Most folks appreciate a Goal-Based approach to financial planning because of its simplicity. As a Certified Financial Planner™ Practitioner, I need the ability to create some Cash-Flow-Based planning scenarios.

Advanced Planning in Every RightCapital Package

The bottom line for me as the Business Owner at BayRock Financial is kind of simple. I’m committed to delivering Smarter Strategies and Better Results for my clients. Cost matters. I’m happy to pay for the services I receive but I’m also smart enough to do a little comparison shopping – just like my customers. As an Independent Fiduciary Advisor, my advice always includes a thoughtful analysis of Cash-Flow, Budget, and Cost for Services.

Financial Advisors get a 14-day FREE trial. Contact RightCapital at [email protected] or (888) 982-9596, Opt. 1

More About MoneyGuidePro

MoneyGuidePro Purchased by Envestnet