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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

Attract Gen X/Y Clients with Student Loan Planning (1 CFP® CE)

September 27th

1:00 PM EST

Register

Leveraging Updated Tasks Module and Task Templates

September 29th

1:00 PM EST

Register

Mastering Cash Flows

October 6th

1:00 PM EST

Register

Advanced Overview of Client Settings

October 13th

1:00 PM EST

Register

Recurring Webinars

Webinar

Date

Time

Link

Creating Your First Plan

Every Tuesday

2:00 PM EST

Register

Presenting Your First Plan

Every Thursday

2:00 PM EST

Register

Monetizing Financial Planning

2nd Wednesday of Each Month

1:00 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!