Perfect Audience (discontinued) vs. RightCapital

I would recommend Perfect Audience to anyone who wants to use a 3rd party to scale up. I find the audience builder pretty terrible in Google AdWords so I was looking for something a bit easier to use and this fit the bill easily.

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I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.

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• Great to up your inbound marketing game
• The bulk uploading feature is great and makes it easy to upload numerous ad campaigns
• Can customize each ad easily

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• User friendly
• Easy client access
• Capability to embed code into our website
• Customizable colors for the reports
• Weekly meetups to educate us more on how the platform is used

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• Constantly left Googling how to do things because the system is sometimes confusing
• Weak native reporting
• Landing page editor needs work

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• Customize the colors on the main platform
• Continue to build tutorial videos as the platform expands
• Allow us to manually input budget data for budget tracking purposes

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The bulk uploading feature is certainly my preferred feature of Perfect Audience. This tool has made creating new ad campaigns quick and easy. I used to have to upload facebook then Instagram then another social media page and instead I upload everything all at once and it certainly makes it easier for all of us.

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The support team could be a little more useful. After our implementation calls and getting everything setup, we did feel that they were not as responsive and I did find myself googling solutions to things that the support team could have helped us with.

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I have used Google Ads which has a difficult interface to use as well as Ad Roll. Perfect Audience beats them both in functionality and usability.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.

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• The convenience of Perfect Audience has made things smoother for us. This convenience means less time spent managing ads and more time focusing on running our business.
• Re-marketing features have been superior to AdWords.

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• It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
• We use the reports feature to help compose financial plans which is a service offering
• The Vault is used as a risk management control for legal and regulatory purposes.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info