Honest comparison
RightCapital + eMoney vs WealthScan
Choosing between RightCapital and eMoney — and what's missing from both. Here's an honest look at where each platform shines and how to decide.
What RightCapital + eMoney is
Both are advisor-led financial planning platforms with client portals.
Where RightCapital + eMoney shines
- Both have mature Monte Carlo planning engines.
- Both integrate widely with custodians.
- Both have established client portal experiences.
Best for: Advisors whose primary deliverable is a financial plan.
Where WealthScan is different
- Neither is triad-native — WealthScan brings the CPA and estate attorney into the same workspace.
- WealthScan is free for the client, so household adoption isn't gated.
- Conversational fact-finder replaces static intake forms.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.