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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 |
|---|---|---|---|
The Role of Behavioral Finance in Financial Planning (1 CFP® CE) | July 23rd | 1:00 PM EST |
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Simplifying Data Entry using the Holdings Upload Feature | July 18th | 1:00 PM EST |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Creating Your First Plan | Tuesday | 2:00 PM ET | July 15th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | July 16th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | July 17th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | July 23rd | |
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | July 24th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | July 31st | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | August 7th |
