Compare RightCapital и Whitebirch Planning

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

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

Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep unders... Read more

Rating
4.5 / 5
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

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

Synario is a great tool!

Benefits:

Flexibility and reliability are keys to this being a great resource for any business. The system ties together years of detailed financial statemen... Read more

Flexibility and reliability are keys to this being a great resource for any business. The system ties together years of detailed financial statements and then allows logic to be built around long-range projections. How detailed or high level you get is up to you and allows for you to focus on the key items for your institution. I have been impressed with how reliable the system has been. Once data is loaded and validated you can leave it and forget about it. The scenario comparison and ability to layer one what-if analysis over another without hindering base assumptions is also great.

Drawbacks:

The tool takes some time to learn. The terminology and software structure is robust and that allows for a lot of flexibility, but it means a littl... Read more

Summary:

Synario's team has been very easy to work with and I find the tools provides a faster way for our organization to plan for the future. I have been... Read more

Verified Reviewer
5 / 5

Synario offers a robust, powerful modeling tool, guided by a highly qualified team of experts.

Benefits:

The long-range planning model is a living document that is a key to keeping our institution on the path we've established in our new strategic plan... Read more

The long-range planning model is a living document that is a key to keeping our institution on the path we've established in our new strategic plan. It is robust and powerful that ties together years of audited financial statements, lending credibility to the planning process. Great sensitivity and stress testing capabilities, with infinite flexibility to model different dimensions of our financial picture. We worked with a highly qualified team who guided a very successful implementation. Responsive, knowledgeable and strong trainers.

Drawbacks:

The tool can become complicated due to the numerous drivers we built out that reflect our complicated business model. Building out new drivers, lin... Read more

Summary:

We love what the model has done to up our game from a financial planning standpoint. In the LRP model, we have established rolling 5-year financial... Read more

Mary Ellen B.
5 / 5

Best Purchase Ever

Benefits:

The most impactful feature in Synario is having a balance sheet, income statement, and cash flow statement that is always balanced and updates auto... Read more

The most impactful feature in Synario is having a balance sheet, income statement, and cash flow statement that is always balanced and updates automatically when new numbers are imported.

Drawbacks:

The only feature that needs improvement is the reporting feature. We would love to see reports that could be exported into a pdf.

Summary:

Our overall experience with Synario has been wonderful. The implementation was seamless and the customer service has been beyond our expectations.

Melissa G.
5 / 5

Synario to the Rescue

Benefits:

The most impactful feature of Synario for the City of Covington is the multi-year planning aspect of the software. The ability to develop a budget... Read more

The most impactful feature of Synario for the City of Covington is the multi-year planning aspect of the software. The ability to develop a budget not only for a year but the ability to look out 4 or 5 years to plan ahead. This is a tool the City did not have and Synario has filled that void for us. With 3 different unions, the City needed a tool that will provide real time data, as the City negotiated with the unions. Synario provided that tool to the City. Trying to update complex data in Excel to respond to union negotiation demands, was a nightmare. With Synario, that task was seamless. The tool was easy to learn, the implementation team was very knowledgeable and the support team has been phenomenal. Synopsis is particularly beneficial in the current period of economic uncertainty. We are able to quickly and accurately make changes to future forecasts based on constantly changing conditions.

Drawbacks:

Currently the software does not integrate with our budgeting system. It will be nice to have Synario integrate seamlessly with our budgeting system.

Summary:

The City's overall experience with synario has been extremely positive. In less than two years that we have been using the software, the City has ... Read more

Muhammed O.

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