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Everything you need to know to get started with RightCapital.
Knowledge BaseClick here for an overview of topics illustrated in RightCapital.
Creating Plans & Data EntryAdd clients, change settings and dial in for client meetings.
Client ExperienceWow your clients and prospects with branding, presentation and access.
Training VideosVideos designed to expand software knowledge and establish best practices.
IntegrationsConnect all your platforms to RightCapital.
Upcoming Webinars
Webinar | Date | Time | Link |
---|---|---|---|
The Role of Behavioral Finance in Financial Planning (1 CFP CE) | November 20th | 1:00 PM ET | |
Modeling & Presenting Medicare within RightCapital | November 22nd | 1:00 PM ET |
Recurring Webinars
Webinar | Date | Time | Link |
---|---|---|---|
Creating Your First Plan | Every Tuesday | 2:00 PM ET | |
Overview of the Planning Modules | Every Wednesday | 2:00 PM ET | |
Presenting Your First Plan | Every Thursday | 2:00 PM ET |