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.

Integrations

Connect all your platforms to RightCapital.

RightTraining Webinars

Webinar

Date

Time

Link

Optimizing Roth Conversions While Managing IRMAA Thresholds

May 23rd

1:00 PM EST

Register

RightCapital 101 Webinars

Webinar

Date

Time

Next Occurrence

Link

Creating Your First Plan

Tuesday

2:00 PM ET

May 20th

Register

Overview of the Planning Modules Part 2

Wednesday

2:00 PM ET

May 21st

Register

Presenting a Plan to High Net Worth Client

Thursday

2:00 PM ET

May 22nd

Register

Overview of the Planning Modules Part 1

Wednesday

2:00 PM ET

May 28th

Register

Presenting a Plan to a Millennial

Thursday

2:00 PM ET

May 29th

Register

Presenting a Plan to a Pre-retiree

Thursday

2:00 PM ET

June 5th

Register

Presenting a Plan to a Retiree

Thursday

2:00 PM ET

June 12th

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!