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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 |
|---|---|---|---|
Debt Planning Through Every Life Stage (1 CFP® CE credit available) | January 21st | 1:00 PM ET |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Optimizing Client Onboarding | January 16th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | January 13th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | January 14th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | January 15th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | January 21st | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | January 22nd | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | January 29th | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | February 5th |
