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Getting Started 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 |
|---|---|---|---|
Introducing Tax Analyzer | January 17th | 1:00 PM ET | |
Answering the Most Asked Questions on the Retirement Analysis | January 24th | 1:00 PM ET | |
Maximizing Retirement Savings with Dynamic Spending Strategies (1 CFP® CE) | January 29th | 1:00 PM ET |
Recurring Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | January 21st | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | January 22nd | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | January 23rd | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | January 29th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | January 30th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | February 6th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | February 13th |
