RightCapital or MoneyGuideProWhy BayRock switched to RightCapital from MoneyGuidePro.

RightCapital has (almost) everything MoneyGuidePro has and RightCapital has a few features that MoneyGuidePro is missing. BothRightCapital and MoneyGuidePro are fantastic tools for Financial Planning, for Certified Financial Planner™ Professionals, and for clients managing wealth. So, why did I switch to RightCapital from MoneyGuidePro?

Why Buy RightCapitalRightCapital helps BayRock Deliver Smarter Strategies and Better Results. As a CFP® Professional, I needed solutions, not obstacles. While MoneyGuidePro was a great tool, the version we used at Morgan Stanley was bogged down with all kinds of added junk required by the Big Bank on Wall Street. When I became and Independent Fidcuciary, I wanted my company - BayRock Financial - to have the best tools in the wealth management business. I absolutely believe that and that every family needs and deserves a quality financial plan. RightCapital off the shelf allows me to deliver Smarter Strategies and Better Results - at a lower cost than MoneyGuidePro. RightCapital Offers:

• A lower cost of ownership. MoneyGuidePro requires add-on fees for account aggregations, business intelligence, and client marketing materials, which are all included in RightCapital Premium. 
• A simple 6-step client onboarding. RightCapital doesn't require extensive data entry to get started. Just enter the basic financial data you need for a specific analysis such as retirement, insurance needs, or social security optimization. 
• Goal-based AND cash flow-based planning options. Toggle between either goal- or cash flow-based planning approach depending on your client's needs or your preference. 

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