For additional assistance within RightCapital please contact our Support team.

Contact Us 

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

Educational Webinars 

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!

RightCapital in Action 

Footer

Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Life Insurance

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Download Notes to a CSV File 

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Disability

Tax Allocation

Planning Access

Stress Test

RightFlows

Holdings

Long Term Care

Client Access

Firm Asset Returns - Super Administrator 

Including Notes in the Report 

Debt

Colors on PDF Report Cover Page 

Snapshot

How do I know when my client has received and accepted their invitation?

What is the difference between a Task Template and a Workflow?

Firm Models - Super Administrator 

Social Security

Invitation Email Template 

Customizing Text in Notes 

Property and Casualty

RightIntel

Student Loan

Net Worth

Net Worth - Blueprint 

Firm Templates - Super Administrator 

Teams 

Vesting Schedules

Goals - Blueprint 

Stock Plans

Client Onboarding

Account Aggregation

Tax Estimate

Can I rearrange the order of the planning modules?

How often does the RightIntel > Dashboard refresh? 

Does RightFlows integrate with other platforms?

Model Portfolios

Medicare

Color Theme 

Balance Sheet

Advisor Notes 

Retirement Age Goal

Billing 

RightPay

What role can assign roles with the Team section? 

Creating Multiple Plans

Homeowners Insurance 

Update your Credit Card 

Liquidity

Income, Saving, Expenses - Blueprint 

Can I send my client an invitation outside of RightCapital?

Notes 

What is the difference between "Step Activation" and "Workflow Start"?

Cash Flows

Tax Strategies

Firm Oversight - Super Administrator 

Plan Notes 

Annuities

Disability Summary 

Modifying Teams 

Logo Sizing 

Why don't I see the option to add income or expenses within the data entry?

Primary Home

Calculator

Where can I create and apply planning access templates?

Insurance Policies

Logo Customization 

Property Goals

Medicare Considerations 

Global Inflation Assumptions 

Can I open a client plan directly from RightIntel?

Misc Assumptions 

Student Loans

Marking Plans Private 

Can I update my credit card?

Will my clients see any changes on their end with RightFlows enabled?

Client Groups

Action Items

Investment & Vacation

Client Presets 

Client Notifications 

Report

Consolidated Billing 

Please click on the links below to download the necessary documentation that will give you a clear understanding of our company’s background, operations, information security standards, and data governance. 

Compliance Documents 