Meridian Planning vs RightCapital

Meridian Planning

5.5 #25 in Financial Advisor Software

About Meridian Planning

RightCapital

8.6 #4 in Financial Advisor Software

About RightCapital
Meridian PlanningRightCapital
Free planNoNo
Free trialYesYes
Paid from$49/mo$12.50/mo
Open sourceNoNo
Platforms—Android, iOS, Web
Free planNoNo
Financial planningYes—
Billing and invoicingYes—
Client portal—Yes

Both are listed in Best Financial Advisor Software. On Samsung Mobile US Press, RightCapital scores higher on our published basis.