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Getting Started Everything you need to know to get started with RightCapital.
Creating Plans & Data EntryAdd new clients and walk through the initial data entry process.
Planning ModulesClick here for an overview of the planning modules in RightCapital.
Training VideosVideos designed to expand software knowledge and establish best practices.
Client ExperienceWow your clients and prospects with branding, presentation and access.
IntegrationsConnect all your platforms to RightCapital.
Continuing Education Webinars
Webinar | Date | Time | Link |
|---|
Practice Management Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
An Advisor's Approach to Navigating Tax Strategies | October 14th | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Reviewing Common Data Entry Errors | October 10th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | October 9th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | October 14th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | October 15th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | October 16th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | October 22nd | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | October 23rd | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | October 30th |
