eMoney, RightCapital & MoneyGuide Paraplanning Services
You set the strategy. We build the plan.
Paraplan OnDemand provides outsourced financial planning software support for independent financial advisors and registered investment advisory firms (RIAs).
Our services support financial planning workflows using eMoney, RightCapital, and MoneyGuide, depending on the scope and complexity of each engagement.
We help advisors organize financial information, prepare financial plans, develop retirement projections, model planning scenarios, and update existing plans for annual reviews.
Whether your firm needs assistance with one financial plan, additional analytical work, or ongoing planning updates, our project-based services provide flexible support without requiring additional full-time staff.
Your advisory firm retains responsibility for planning strategies, client relationships, final recommendations, and implementation.
Discuss Your Financial Planning Needs
Outsourced Financial Planning Software Support for RIAs
Financial planning software provides powerful tools for analyzing retirement income, cash flow, and long-term financial goals. However, entering financial information, establishing assumptions, constructing scenarios, and preparing reports can require substantial advisor time.
Paraplan OnDemand provides analytical and technical support to help advisory firms complete these planning tasks.
We work with your firm to establish the preferred planning platform, client objectives, required analyses, and expected deliverables before beginning an engagement.
eMoney Paraplanning Services
eMoney supports comprehensive financial planning, detailed cash flow projections, and financial scenario analysis.
Paraplan OnDemand provides outsourced eMoney plan preparation and analytical support for advisors who need assistance constructing, analyzing, or maintaining financial planning models.
eMoney Financial Plan Preparation
Our eMoney planning support may include:
- Client financial data organization and entry
- Asset and liability information
- Income and expense assumptions
- Retirement income projections
- Cash flow modeling
- Financial planning scenarios
- Advisor-ready financial planning reports
eMoney Retirement and Cash Flow Analysis
We prepare requested analyses involving retirement timing, income needs, projected spending, and other financial planning assumptions.
Advisors can request alternative planning scenarios to help evaluate potential financial outcomes.
Comprehensive Planning Using eMoney
Depending on the scope, eMoney can support analysis involving retirement, cash flow, tax-related planning, investment considerations, insurance, and estate planning.
Specific analyses and reporting requirements are confirmed with the advisor before work begins.
RightCapital Paraplanning Services
RightCapital provides financial planning tools for retirement projections, financial scenario development, and advisor-ready planning reports.
Paraplan OnDemand offers RightCapital plan preparation and analytical support for advisors who need help constructing or updating financial plans.
RightCapital Financial Plan Construction
Our RightCapital services may include:
- Financial planning file setup
- Client account and balance information
- Asset and liability inputs
- Income and expense information
- Retirement planning assumptions
- Baseline retirement analysis
- Scenario modeling and comparisons
- Planning reports for advisor review
RightCapital Retirement Scenarios
We prepare retirement projections and requested planning scenarios using the financial assumptions supplied by your firm.
These analyses can help advisors compare alternative retirement dates, income needs, spending assumptions, and financial planning outcomes.
RightCapital Annual Reviews
We can update existing RightCapital financial plans with revised account balances, financial assumptions, goals, and planning projections.
Annual review support is quoted based on the scope of the work.
MoneyGuide Paraplanning Services
MoneyGuide is another established financial planning platform used by financial advisors to develop and evaluate client financial plans.
Paraplan OnDemand offers MoneyGuide planning support depending on the complexity of the case, the requested work, and the available software access arrangements.
MoneyGuide Financial Plan Support
Depending on the engagement, support may include:
- Organizing client financial information
- Reviewing existing planning inputs
- Updating client financial assumptions
- Supporting retirement planning projections
- Preparing requested scenario comparisons
- Assisting with annual planning updates
- Preparing agreed planning materials for advisor review
MoneyGuide Plan Updates and Annual Reviews
Advisors using MoneyGuide may need assistance updating existing planning information to reflect changes in a client’s financial circumstances.
Depending on the scope and available software access, support may include revised balances, income assumptions, retirement planning goals, or other requested updates.
Custom MoneyGuide Planning Requests
For specialized planning needs, we can discuss the requested modeling, existing plan structure, and expected deliverables before accepting the work.
MoneyGuide support is confirmed individually based on the engagement. We do not assume that all platform features or account-access arrangements will be available for every case.
Comparing eMoney, RightCapital and MoneyGuide for Financial Planning
The appropriate planning software depends on your firm’s established workflow, the client situation, and the analyses you need prepared.
All three platforms support financial planning workflows, but their features, presentation styles, and available modeling tools differ.
| Platform | Planning Focus | Outsourced Support |
|---|---|---|
| eMoney | Detailed comprehensive planning, cash flow modeling, and scenario analysis | Plan construction, retirement projections, detailed modeling, and plan updates |
| RightCapital | Financial planning workflows, retirement projections, and scenario comparisons | Plan setup, retirement analysis, scenario modeling, and annual reviews |
| MoneyGuide | Goals-based financial planning, retirement modeling, and planning illustrations | Planning input support, updates, and agreed analytical work, subject to scope and access |
These descriptions are general comparisons, not limits on what each software platform can do. The specific platform and service scope are established before work begins.
Financial Planning Services Available
Our service offerings are based on the complexity and amount of work required, rather than on the software platform alone.
Data Entry Only
Client financial data organization, income and expense inputs, and asset and liability setup.
Starting at $500
Foundational Financial Plan
Plan setup, data verification, one core planning scenario, and baseline retirement projections.
Starting at $1,000
Comprehensive Financial Plan
Broader analysis involving retirement, cash flow, basic tax-related planning, investments, insurance, and estate considerations.
Starting at $1,500
Annual Reviews & Plan Updates
Update existing plans with revised financial data, assumptions, projections, and requested analyses.
Quoted by scope
Custom Planning & Analysis
Standalone scenario modeling, plan reviews, and specialized financial planning analysis.
$150 per hour
Optional Planning Add-Ons
Roth conversions, Social Security, stock options, tax projections, additional scenarios, and other defined requests.
Starting at $250
For more information, visit our Outsourced Paraplanning Pricing page.
Annual Reviews and Existing Financial Plan Updates
Existing financial plans often require updates when a client’s income, account balances, goals, retirement timeline, or other circumstances change.
Not every annual review requires a completely new financial plan.
Depending on the available software access and existing planning files, Paraplan OnDemand may assist with:
- Updating account balances and asset values
- Refreshing income and expense information
- Revising retirement planning assumptions
- Adjusting financial goals
- Updating projections
- Preparing requested scenario comparisons
- Refreshing selected advisor-ready reports
Financial plan updates are quoted based on scope. The fee depends on the required updates, analytical work, and reporting needs.
Updated executive summaries and presentations are scoped separately.
Our Financial Planning Outsourcing Process
Step 1: Submit Data and Planning Scope
The advisor provides client information, planning objectives, available files, and the requested analytical work.
Step 2: Confirm Software, Fees and Deliverables
We discuss the appropriate platform, available software access, requested analyses, expected timeline, and agreed engagement fee.
Step 3: Build or Update the Financial Plan
We organize financial data, construct or update the planning model, and prepare the agreed projections and analysis.
Step 4: Advisor Review and Revisions
Your firm reviews the planning work. We address agreed questions and revisions within the established scope.
Step 5: Final Deliverables
We prepare the agreed financial planning reports and materials for your firm’s use.
The advisor remains responsible for final recommendations, client communications, and implementation decisions.
Learn more about How Our Process Works .
Financial Planning Deliverables
Depending on the platform and scope, deliverables may include financial planning reports, retirement projections, cash flow analyses, scenario comparisons, and other advisor-ready materials.
We confirm the requested analyses, reporting requirements, and presentation needs before beginning work.
Examples of eMoney and RightCapital planning reports are available on our Sample Financial Planning Deliverables page.
MoneyGuide deliverables are determined based on the agreed engagement and available platform capabilities.
Frequently Asked Questions About Financial Planning Software Outsourcing
Can I outsource financial plan preparation in eMoney?
Yes. Paraplan OnDemand provides eMoney plan preparation, retirement projections, cash flow modeling, scenario analysis, and plan update support.
Do you prepare financial plans in RightCapital?
Yes. We offer RightCapital financial planning support, including plan construction, retirement modeling, scenario comparisons, and updates for advisor review.
Do you offer MoneyGuide paraplanning services?
MoneyGuide support is available depending on the requested scope, case complexity, and software access arrangements. We confirm the work that can be completed before accepting the engagement.
Can I outsource annual financial plan reviews?
Yes. We provide financial plan updates for annual reviews and changes in client circumstances. Fees are quoted based on the required work.
How much does outsourced financial planning cost?
Data entry starts at $500, foundational financial plans start at $1,000, and comprehensive plans start at $1,500. Custom planning analysis is available at $150 per hour, while annual updates are quoted by scope.
Can I request only a specific planning analysis?
Yes. Custom planning and analysis may be requested separately. We establish the required scope, estimated hours, fees, and deliverables before work begins.
Will you provide recommendations directly to my clients?
No. Paraplan OnDemand provides planning construction and analytical support to financial advisors and advisory firms. Final recommendations, client communications, and implementation decisions remain the responsibility of the advisor.
Do I need to commit to an ongoing outsourcing arrangement?
No. We offer individual project-based planning engagements, including single plans, annual reviews, and custom analyses. Ongoing support can be discussed based on your firm’s needs.
Get eMoney, RightCapital or MoneyGuide Planning Support
You set the strategy. We build the plan.
Whether your firm needs help preparing a new financial plan, updating an existing planning model, or analyzing additional financial scenarios, Paraplan OnDemand offers flexible advisor-focused support.
Schedule an introductory conversation to discuss your preferred software, planning objectives, and the work you’d like to outsource.
Schedule a 30-Minute Introductory Call
Call (724) 591-3182 or email contact@paraplanondemand.com .
Paraplan OnDemand provides paraplanning and analytical support exclusively to financial advisors and advisory firms. Final recommendations, advice delivery, client communications, and implementation remain the responsibility of the advisor. Paraplan OnDemand is a registered investment adviser. Registration does not imply a certain level of skill or training. eMoney, RightCapital, and MoneyGuide are third-party financial planning software platforms. References to these products do not imply affiliation or endorsement.