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Getting Started Everything you need to know to get started with RightCapital.
Creating Plans & Data EntryAdd new clients and walk through the initial data entry process.
Planning ModulesClick here for an overview of the planning modules in RightCapital.
Training VideosVideos designed to expand software knowledge and establish best practices.
Client ExperienceWow your clients and prospects with branding, presentation and access.
IntegrationsConnect all your platforms to RightCapital.
Continuing Education Webinars
Webinar | Date | Time | Link |
|---|
RightTraining Webinars
Webinar | Date | Time | Link |
|---|---|---|---|
Comparing Pension Options | February 6th | 1:00 PM ET | |
Comprehensive Review of Assumptions | February 13th | 1:00 PM ET |
RightCapital 101 Webinars
Webinar | Date | Time | Next Occurrence | Link |
|---|---|---|---|---|
Presenting a Plan to a Millennial | Thursday | 2:00 PM ET | February 5th | |
Creating Your First Plan | Tuesday | 2:00 PM ET | February 10th | |
Overview of the Planning Modules Part 2 | Wednesday | 2:00 PM ET | February 11th | |
Presenting a Plan to a Pre-retiree | Thursday | 2:00 PM ET | February 12th | |
Overview of the Planning Modules Part 1 | Wednesday | 2:00 PM ET | February 18th | |
Presenting a Plan to a Retiree | Thursday | 2:00 PM ET | February 19th | |
Presenting a Plan to High Net Worth Client | Thursday | 2:00 PM ET | February 26th |
