RightCapital Help Center

Getting started

First day using RightCapital? Start here – we’ve got you’re back.

5 articles

Integrations

Make your life easier – connect all your platforms to RightCapital.

29 articles

Creating plans

Add clients, change settings, and dial in for client meetings.

27 articles

Features & capabilities

The nuts and bolts of using RightCapital effectively.

29 articles

Client experience

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

14 articles

Mobile app

Give your clients freedom – give them your mobile app.

2 articles

Marketing & prospecting materials

Everything to build your own marketing kit, 100% free.

6 articles

Videos & webinars

Tired of reading? Dive into best practices and pro-tips in these videos.

4 articles

Best practices

The inside scoop on saving time and winning more clients.

3 articles

Models & assumptions

Dig in to our commitment to accuracy and methodology.

11 articles

Security & compliance

Protecting your information like no one else.

6 articles

My account

Make changes, update billing, manage passwords, etc.

6 articles