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.
Creating a Client Plan
Six Steps of Data Entry
RightCapital includes an intuitive step-by-step data entry process. Please reference the links below for more detailed information.
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 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.
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.
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
Please reference our Creating your First Plan Webinar for a detailed overview of creating a financial plan in RightCapital.
As always, please contact our Support Team with any questions - we love to hear from you!