RightCapital Support Options
We would love to talk with you!
New encounters spark questions. Software is no different. At RightCapital, we want to blow past any sort of “acceptable level of assistance” industry norms to make your experience truly delightful.
We’ve all bought software and had poor experiences — we don’t like that either. Once you become a customer, you have exclusive privileges with our team to be trained, dissect best practices, and gain insightful resources (client-facing material, anyone?).
Our typical hours
Our standard hours of support are Monday - Friday, 9:00 am - 6:00 pm Eastern Time.
We are closed on all stock market holidays. For off-hours support, please contact us through the chat service and we will respond as soon as possible.
(download this sheet to hang in your office)
During business hours, this is the quickest way to get a hold of a real person. Click the icon in the bottom right of the screen that looks something like this:
Leverage chat to work on your client’s account alongside the chat —all on the same screen.
Schedule a case review
Want a second pair of eyes on a client proposal? Schedule a time with a product expert — they’ll review it ahead of your call. Book a one on one session today.
(888) 982-9596; option 2
If we are unable to answer immediately, please leave a message and we will call you back shortly!
Our product is naturally expanding and simplifying to ensure you always have the best in hand. Stay on top of the changes:
- Product updates can be found at \\[updates.rightcapital.com](https://updates.rightcapital.com/)
- Other updates are posted on our Help Center's \\[Recent update and changes](/article/237-recent-updates-and-changes) page
Subscribe to our YouTube channel
Weekly announcement emails
If you're not already a part of it, join our weekly email list where we curate high-level updates and upcoming webinars and events. Email Marketing@RightCapital.com and let our team know you want to receive the mid-week email with all the updates.
You make us better
We love feedback. Our software would not be what it is without feedback from advisors like you. Please, give us a call or shoot us an email letting us know how we’re doing and what you’d like to see in the future!