Compare Adaptive Planning и RightCapital

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and al... Read more

Financial planning tool that helps advisors manage clients' budgets, create strategies for tax efficiency & forecast retirement plans.

Rating
4.4 / 5
4.5 / 5
Accounts Payable software features
Cash Management
Cash Management
Construction Accounting software features
General Ledger
General Ledger
Hedge Fund software features
Profit/Loss Statement
Profit/Loss Statement
Commercial Loan software features
Asset Lifecycle Management
Asset Lifecycle Management
Inventory Control software features
Forecasting
Forecasting
Financial Reporting software features
"What If" Scenarios
Income & Balance Sheet
Multi-Company
"What If" Scenarios
Income & Balance Sheet
Multi-Company
Budgeting software features
Multi-Department/Project
Multi-Department/Project
3D CAD software features
Version Control
Version Control
Business Performance Management software features
Consolidation/Roll-Up
Consolidation/Roll-Up
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Application

Cloud-hosted / box software

Application

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

Great Product

Benefits:

There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technica... Read more

There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it's cloud based.

Drawbacks:

There is a report builder in Adaptive and it's easy to use. However, I do feel like they have focused on making improvements in other areas and the... Read more

Summary:

We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget p... Read more

Ben B.
4 / 5

An FP&A Dream Tool

Benefits:

A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports dire... Read more

A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Drawbacks:

Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves tim... Read more

Summary:

I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little won... Read more

Jonny L.
3 / 5

Direct Integration with netsuite

Benefits:

- direct integration with netsuite -ease of use once established -maintains various types of data including personnel information and financial rep... Read more

- direct integration with netsuite -ease of use once established -maintains various types of data including personnel information and financial reporting

Drawbacks:

- inability to run reporting on one entity (only runs in consolidation) - inability to modify reports without creating a new report - functionality... Read more

Summary:

Lauren S.
4 / 5

Great product, great customer service, lousy delivery on promises and too expensive

Benefits:

FP&A core functionality is outstanding!!!

Drawbacks:

Visualization functionality is a kludge!

Summary:

After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these days. They are treating us like a small fish. Ma... Read more

Verified Reviewer
5 / 5

Great Advisor, and Client, Experience!

Benefits:

I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for... Read more

I've used five planning programs in 16 years. RightCapital has delivered the best value and customer service to date. The software is intuitive for most financial planners and doubles as an effective client portal.

Drawbacks:

No cons whatsoever. Everytime I think they could improve something, they come out with software updates that improve the experience/usability/forec... Read more

Summary:

Jeffrey S.
4 / 5

Solid Financial Planning Software

Benefits:

The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 yea... Read more

The developers at RightCapital listen closely to the requests and pain points of their users and work continually to make improvements. After 2 years using this software, I feel it has to be very close to the robustness of the most expensive planning software tools available on the market. The what if scenario planning is very powerful and fast.

Drawbacks:

While the tax reporting features are impressive, like showing 1040 form style reports, separate tax projection software is needed to run detailed y... Read more

Summary:

Overall I'm very satisfied with RightCapital. I can build and maintain high quality financial plans for my clients.

Neil K.

Alternative software

ERP solution that assists businesses with project management, order management, commodity tracking, supply chain planning, and more. Learn more about JD Edwards EnterpriseOne

rating

4.2 ( 33 reviews )

Streamline planning, budgeting, and forecasting. With Structured Planning from Planful (formerly Host Analytics), Financial Planning and Analysis (FP&A) speeds up cycle times, department heads own their numbers, and everyone gains controlled insight into the health of your enterprise. Planful customers have reported these results: Reduce planning cycle times by 75%, Expand number of plan owners by 5X, Increase profitability by 45%. Learn more about Planful

rating

4.5 ( 50 reviews )

Prophix gives you control over your budget process by saving time and eliminating frustration. Whether your budgeting scenarios are simple, extremely complex, or somewhere in between, Prophix will help you improve efficiency, budget consistently and accurately, and leave you more time for meaningful analysis. Learn more about Prophix

Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Learn more about Whitebirch Planning

QuickBooks is the leading accounting software for small businesses. Learn more about QuickBooks Desktop Premier

If you are an adamant Excel user and don't want to lose the power of Excel, you need to learn more about Dynac and how it has reimagined doing budgeting and scenario planning to support pre-revenue start-ups and publicly traded entities. Now you can review the past, understand the present, and simulate the future to make faster, smarter decisions. We can integrate with any ERP! Learn more about Dynac

rating

4.9 ( 9 reviews )

Questica is the recognized leader in budget preparation & management software for local & state governments, colleges, universities, K-12 schools, hospitals, healthcare facilities & non-profit organizations throughout North America. Questica Budget: multi-user operating, salary & capital budgeting & performance measures. ERP integrations. NEW: Updated Dashboards and Reporting l Advanced Calculation Engine l Questica Budget Book (CaseWare) l OpenBook: Capital Budgets I Financial Statements Learn more about Questica Budget

rating

4 ( 1 reviews )

BluePlanner is a bottom-up Sales Planning and Trade Promotion Management (TPM) software solution dedicated to helping fast-moving consumer goods companies. Integrated and real-time, BluePlanner establishes processes built around centralized information with workflows between responsible departments. While giving key account managers maximum visibility on the performance of their individual accounts, information is also consolidated for Sales management, Finance, Marketing, or Supply Chain. Learn more about BluePlanner

rating

5 ( 1 reviews )

Time Tracker Pro is for individuals to easily and accurately record how much time is spent on tasks in activities. Learn more about Great Budget

Isidore specializes in bringing sustainable and inclusive business intelligence systems to organizations. We recognized long ago that the unique budgeting, forecasting and reporting needs of an organization were not being met by excel based systems. Organizations want to access and decipher information in real time, in order to make their planning realistic, responsive and credible. Isidore's products and services deliver exactly this. Learn more about Budgeting Entry and Reporting Tool