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Getting Started

Everything you need to know to get started with RightCapital.

Knowledge Base

Click here for an overview of topics illustrated in RightCapital.

Creating Plans & Data Entry

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

Client Experience

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

Training Videos

Videos designed to expand software knowledge and establish best practices.

Integrations

Connect all your platforms to RightCapital.

Upcoming Webinars

Webinar

Date

Time

Link

Year-End Recap: The Most Important RightCapital Updates of 2024

December 6th

1:00 PM ET

Register

Year-End Tax Planning & Charitable Giving (1 CFP® CE)

December 11th

1:00 PM ET

Register

Recurring Webinars

Webinar

Date

Time

Link

Creating Your First Plan

Every Tuesday

2:00 PM ET

Register

Overview of the Planning Modules

Every Wednesday

2:00 PM ET

Register

Presenting Your First Plan

Every Thursday

2:00 PM ET

Register

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!