Getting Started: Welcome to RightCapital

Explore Your Path to Success

Welcome and thank you for choosing RightCapital as your financial planning solution. The goal of this article is to empower you to meet your financial planning objectives and deliver meaningful presentations within our platform. In the contents below, you will find a roadmap for success when getting started with RightCapital.

We find that the best way to learn RightCapital is to use it, so let's jump in! Below are seven easy steps that will allow you to hit the ground running when getting started:

1

Learn About Advisor Resources

When you need assistance in RightCapital, understanding where to go for help is an essential first step in achieving your goals. From the first time you log in to RightCapital you will have full access to advisor resources. Whether you've been designated an onboarding specialist to help you accelerate the learning curve or whether you are looking for a case review before presenting your first plan, we are here to help! Review the resources and connect with product experts to make the most out of your RightCapital experience. Click the links below for additional information:

Pro Tip: Many subscriptions include an onboarding specialist. Be on the lookout for an email or phone call in the first week of your RightCapital subscription to book time with these devoted staff. They can assist you in the inital setup of your software and answer any questions. If you are unsure whether your subscription includes an onboarding specialist, please reach out to your sales rep.

  • RightCapital Support: Chat us, Call us, Email us or schedule 15-30-minute case reviews with resident software experts, we're here to help!
  • Implementation Checklist: Become a RightCapital power user in no time with three implementation checklists.
  • Help Center: Use this area to watch training videos, review how-to guides, data entry best practices, marketing materials, and more!
  • Recurring Training Webinars: Each week, product experts hold recurring training webinars to ensure that you have the tools you need to be successful. These webinars have been designed to compliment our onboarding process. Sign up below for a session that includes live Q & A with our experts or watch a pre-recorded session by clicking this link.
Recurring Training Webinars Date Time Registration
Creating your First Plan Every Tuesday2:00PM ETRegister Link
Presenting your First Plan Every Thursday2:00PM ETRegister Link
2

Personalize your Account

Every advisor has the flexibility to personalize the RightCapital experience to their individual specifications. The first place an advisor should visit to customize the user experience is the Advisor Portal > Gear Icon > Account area (seen in the screenshot below).

Within the account area, advisors who are just getting started can begin by adjusting the following information:

  • Profile

The profile area will allow advisors to input their name, certifications, firm information and add report disclosures, needed for compliance purposes. This area is used to populate the information found on the cover page of each report that is generated. It also includes the RightCapital Leads URL which is a prospecting tool that can be built into your website, marketing campaigns, and email signature.

  • Customization (Branding)

First impressions are everything. Successful advisors ensure their clients have a consistent user experience by branding RightCapital software and customizing client invitation emails within the Account> Customization tab. Start by uploading your logo & color theme, then review the invitation email templates at the bottom of the page (these features are not accessible for trial users). For more information on branding the advisor portal, client portal, .pdf reports, and mobile app click here.

3

Review Settings & Assumptions

After taking a few minutes to brand RightCapital and enter firm details, it is important for advisors to review the assumptions and settings that come with their new subscription. This includes asset return assumptions, inflation assumptions, and important settings. If needed, customize this information to align financial planning outcomes with your firm's unique advising philosophy and client needs.

The following information describes where advisors can adjust the global capital market assumptions and settings for all new clients created in RightCapital.

  • Global Assumptions

Asset return, inflation, and miscellaneous assumptions can be customized to reflect each advisor's unique values. Global capital market assumptions can be found in the Advisor Portal > Assumptions tab (as seen in the screenshot below). As a default, RightCapital assumptions are based on historical averages. For informative articles on global asset return assumptions and inflation assumptions click the associated links.

Additionally, click this link to watch a short training video on global assumptions within RightCapital.

  • Global Client Settings

Client settings are used to tailor the financial planning approach to your unique advising philosophy and save time with data entry when creating individual plans. The global client settings that will be automatically added to each new client can be found in the Advisor Portal > Gear Icon > Account tab > Client Presets tab (as seen in the screenshot below). Take time initially to review the available settings and align your favorites choices with each new client you create. For an informative article that describes global client settings click the associated link.

Additionally, click this link to watch a short training video on global client settings within RightCapital.

Client-specific settings, client-specific return assumptions and client-specific inflation/tax assumptions can also be customized for each client within their financial plan. Click the associated links for additional information.

4

Establish Integrations

RighCapital is known for the ability to create a financial plan in under ten minutes. To make the process of adding clients even simpler, connect your RightCapital account with any of our integration partners. Successful advisors use integrations to import client household data, position-level account details, risk management information, and portfolio analytics. To access our list of integration partners and connect them to your RightCapital subscription, visit the advisor portal> Integrations area (as seen in the screenshot below) and choose a partner from the list to learn more.

For a full list of integration partners and details on their capabilities please click this link.

5

Create your First Financial Plan

Congratulations! You have explored available resources, personalized your account, reviewed assumptions and settings, and connected with important integration partners. You are now ready to create your first financial plan within RightCapital.

Pro Tips:

  1. First, create a financial plan for yourself and invite yourself with a personal email to view the client portal and associated mobile app. Using data that is familiar to you will shorten your learning curve.
  2. Then invite a trusted client to create an account and provide feedback on the onboarding process and client portal. Utilize our client-facing resources to help answer any questions that come up along the way.

To add a client , navigate to Advisor Portal > Clients > Add a New Client.

Selecting Input Client’s Information Now will launch the intuitive data entry wizard, consisting of six steps. Click Here to get started, and follow the links at the bottom of each article to move to the next step.

Selecting Invite Client to Input Information will send an automated email to your client, allowing them to walk through the six step entry to add their information to RightCapital.

For a guided video walkthrough of Creating your first plan and Presenting your first plan click associated links to review pre-recorded webinars on these important topics. For individual questions please reach out to our advisor support team.

6

Develop the Client Experience

Increase your practice efficiency, reduce the number of client calls, and empower your clients through your client portal. Many of your clients want to be in the driver’s seat for their finances. Others want access to take a peek at their balances. Still, others occasionally want to check in on their plan. As their advisor, maximize the value you provide to them through your branded portal. Join Jeff as he guides you through the basics and best practices for presenting RightCapital to your clients (VIDEO).

7

Next Steps

Now that you have established your account and created two financial plans you are ready to explore all that RightCapital has to offer. But remember that you are not alone, our goal is to empower you to meet your financial planning objectives within our platform, and we are committed to your success! If you have any questions about the software or the outcomes that it produces, please reach out to our advisor support team or your onboarding specialist. If you are unsure if your subscription came with an onboarding specialist please reach out to your sales representative.

Here are some next steps that will allow you to become a RightCapital power user:

Write down your specific, measurable goals

Write down your goals so you can track them. If your goal is to grow your practice, great. If it’s creating a full, comprehensive plan for a few clients, terrific. But be sure to write them down so you don’t lose sight and forget to pursue them:

"You miss 100% of the shots you don’t take" - Wayne Gretzky

For instance, how many plans do you want set up in RightCapital in the first sixty days? There are tons of educational resources, how would you like to learn (articles, videos, webinars, etc.)

Ask yourself the question, "How does RightCapital help me get there?"

For instance, are you looking to grow your practice? If so, the Marketing knowledge base section can help. Alternatively, maybe you want to elevate your client experience and adopt the Client Portal.

Take advantage of our tailor-made resources to help you become a RightCapital power user. Below you can access a variety of videos and articles designed to take your financial planning capabilities to the next level with RightCapital:

The fastest way to become comfortable with new software is through experiential learning, so jump in and start building out client plans! RightCapital is committed to enabling your success. Every Friday at 1 pm ET, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out our YouTube channel for more!

For additional assistance using and navigating the RighCapital please contact RightCapital Support.