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:

RightTraining

Friday 10/9 1:00 PM ET

RightTraining: Elevate Your Client Onboarding Experience

RightCapital 101

Tuesday 10/13 2:00 PM ET

RightCapital 101: Creating Your First Plan

RightCapital 101

Wednesday 10/14 2:00 PM ET

RightCapital 101: Overview of the Planning Modules Part 1

RightCapital 101

Thursday 10/15 2:00 PM ET

RightCapital 101: Presenting a Plan to a Millennial

RightTraining

Friday 10/16 1:00 PM ET

RightTraining: Building Confidence in Estate & Trust Planning

RightCapital 101

Tuesday 10/20 2:00 PM ET

RightCapital 101: Creating Your First Plan

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!