Creating Plans & Data Entry

Creating a Client Plan

Initial Data Entry Process

RightCapital includes an intuitive step-by-step data entry process. By default, it consists of six steps in the following order:

• Step 1: Family profile

• Step 2: Salary and other income

• Step 3: Savings

• Step 4: Net Worth and linking accounts

• Step 5: Expenses

• Step 6: Goals

Please reference the links above for more detailed information. If you'd like to add, remove, or reorder initial data entry steps, please see our article on Client Onboarding Customization.

Adding Additional Profile Details

Please reference the links below for additional information on how to build a client's profile:

• Use Account Aggregation to Speed Up Asset Collection

• Adding Annuities

• Adding a Business Type and Assets

• Adding Distributions and RMDs

• Adding an Insurance Type

• Adding a Primary Home – Buying, Selling, or Relocating

• Adding a Rental or Investment Property

• Adding Social Security Income

• Adding Stock Plans and Grants

• Adding Trust-Owned Assets

Review Client Settings

You can visit the links below to explore customizing your settings globally or on a client-by-client basis.

• System-wide Settings

• Client-Specific Planning Settings

Visualize the Client Plan Using the Blueprint Module

Blueprint is an interactive tool under the Profile tab that organizes the client’s data and presents it in various visual layouts. There are three components to the Blueprint that represent the Net Worth, Goals, and Income, Savings, Expenses.

You can quickly view the details that make up each section and use these simple visuals to help your client understand the foundation of their financial plan. Identify any changes and add, edit, or delete inputs directly from the Blueprint.

The Blueprint feature can be shared with clients, or you can present the results as part of the PDF report. For more information on the Blueprint, please click here.

Explore RightCapital

Utilize our Retirement Analysis module to model out additional proposed scenarios

Explore our Insurance needs analysis

Illustrate options for funding Education

Optimize our Tax Distribution and Conversion tool

Track important Estate planning objectives