TrustRadius

RightCapital vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
RightCapital
Score 9.0 out of 10
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
Salesforce Financial Services Cloud
Score 8.1 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…N/A
Pricing
RightCapitalSalesforce Financial Services Cloud
Editions & Modules
Basic
$124.95
per month per user
Premium
$149.95
per month per user
Platinum
Call RightCapital
per month
No answers on this topic
Offerings
Pricing Offerings
RightCapitalSalesforce Financial Services Cloud
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
RightCapitalSalesforce Financial Services Cloud
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
RightCapitalSalesforce Financial Services Cloud
Small Businesses

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
RightCapitalSalesforce Financial Services Cloud
Likelihood to Recommend
9.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
RightCapitalSalesforce Financial Services Cloud
Likelihood to Recommend
RightCapital
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.
John Miller | TrustRadius Reviewer
John Miller
Managing Partner
Read full review
Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
Verified User
Anonymous
Read full review
Pros
RightCapital
  • 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
John Miller | TrustRadius Reviewer
John Miller
Managing Partner
Read full review
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
Read full review
Cons
RightCapital
  • 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
John Miller | TrustRadius Reviewer
John Miller
Managing Partner
Read full review
Salesforce
No answers on this topic
Alternatives Considered
RightCapital
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.
John Miller | TrustRadius Reviewer
John Miller
Managing Partner
Read full review
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
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Return on Investment
RightCapital
  • 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.
John Miller | TrustRadius Reviewer
John Miller
Managing Partner
Read full review
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots