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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 |
|---|---|---|---|
Understanding the Fundamentals of Stock Plans (1 CFP® CE) | April 9th | 1:00 PM |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
A Case Study on Integrating the Tax Analyzer into Your Practice | April 4th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | April 2nd | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | April 3rd | |
Creating Your First Plan | Tuesday | 2:00 PM ET | April 8th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | April 9th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | April 10th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | April 17th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | April 24th |
