Data Collection Template

RightCapital is perfectly designed for your clients to break free of paper completely! Be sure to take advantage of our Client Portal and allowing client's to input financial information themselves (during initial set up).

Of course there are still many times when paper makes sense -- after all, we seek to empower financial advising done right: and that means knowing your client's needs.

In those situations, clients can provide valuable information to you through our Data Collection Template:

⬇️ Download the Data Collection Template

Customize it

The data collection template is designed for you to fully customize to your firm's need. Go ahead and make it your own!