RightCapital Alternatives (January 2026)

RightCapital: Make Financial Planning a Breeze.

https://www.rightcapita.com/

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

4.5/5

35+ reviews

Reviewed on:

Envestnet | MoneyGuide - Financial Planning Software

https://www.moneyguidepr

.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Financial Planning Software for Advisors | Equisoft/plan

https://www.equisof

.com/products/wealth-planning-plan/

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

PreciseFP | Financial Planning Software for Financial Advisors

https://precisef

.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Snap Projections - Easy to use Financial Planning software for Advisors

https://snapprojection

.com/

Financial Planning software designed for Canadian Advisors, Planners and Wealth Managers to grow your AUM and receive more referrals.

Asset-Map | Financial Mapping Software for Advisors

https://www.asset-ma

.com/

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

YCharts - Financial Research and Proposal Platform

https://ychart

.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Personalized Wealth Management Solutions at Scale | Vestmark

https://www.vestmar

.com/

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.