Help Center Home

Help Center Home

Getting Started

Everything you need to know to get started with RightCapital.

Creating Plans & Data Entry

Add new clients and walk through the initial data entry process.

Planning Modules

Click here for an overview of the planning modules in RightCapital.

Training Videos

Videos designed to expand software knowledge and establish best practices.

Client Experience

Wow your clients and prospects with branding, presentation and access.

Connect all your platforms to RightCapital.

Upcoming Webinars

Every week, RightCapital offers free educational webinars that are designed to cover essential topics. Use the table below to register for any of our upcoming webinars. Click the registration link to view a full webinar description before signing up.

Category:

RightCapital 101

Tuesday 7/28 2:00 PM ET

RightCapital 101: Creating Your First Plan

CFP CE

Wednesday 7/29 1:00 PM ET

Long-Term Care Planning: Costs, Coverage, and Client Conversations (Approved for 1 IAR CE and 1 CFP® CE Credits)

RightCapital 101

Wednesday 7/29 2:00 PM ET

RightCapital 101: Overview of the Planning Modules Part 2

RightCapital 101

Thursday 7/30 2:00 PM ET

RightCapital 101: Presenting a Plan to a Pre-Retiree

RightTraining

Friday 7/31 1:00 PM ET

RightTraining: Building Better Plans with Iris, Your AI Planning Assistant

RightCapital 101

Wednesday 8/5 2:00 PM ET

RightCapital 101: Overview of the Planning Modules Part 1

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!