Creating Plans & Data Entry

In this article, we provide you with a detailed overview of how to create plans and walk through the data entry process.

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Creating a Client Plan

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Six Steps of Data Entry

RightCapital includes an intuitive step-by-step data entry process. Please reference the links below for more detailed information.

• 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

Streamline the Data Entry Process

Check out our Data Collection Template. This customizable document is available for printout to assist with onboarding a client into RightCapital.

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

3

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

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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.

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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