Moneytree Plan vs. RightCapital
Moneytree Plan vs. RightCapital
Product | Rating | Most Used By | Product Summary | Starting Price |
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Moneytree Plan | N/A | Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options. | N/A | |
RightCapital | N/A | According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs. | $124.95 per month |
Moneytree Plan | RightCapital | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | Price per advisor. Some discounts may be available for IBDs. | — | ||||||||||||||
More Pricing Information |
Moneytree Plan | RightCapital | |
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Likelihood to Recommend | - (0 ratings) | 9.0 (1 ratings) |
Moneytree Plan | RightCapital | |
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Likelihood to Recommend | Moneytree Software No answers on this topic | RightCapital |
Pros | Moneytree Software No answers on this topic | RightCapital |
Cons | Moneytree Software No answers on this topic | RightCapital |
Alternatives Considered | Moneytree Software No answers on this topic | RightCapital |
Return on Investment | Moneytree Software No answers on this topic | RightCapital |
ScreenShots |