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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 |
|---|---|---|---|
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Uncover Growth Opportunities Using RightIntel™ | February 21st | 1:00 PM ET | |
A Guide to Modeling Properties | February 28th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | February 20th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | February 25th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | February 26th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | February 27th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | March 5th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | March 6th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | March 13th |
