Features & capabilities
Now that you've begun to transform your practice into a streamlined efficiency machine with your clients at the forefront, dive into the details of each section of RightCapital. In this section, links are provided to deep-dive articles on each tab within the Client Portal of RightCapital.
|Balance Sheet||Liquidity||Budget||Debt||Student Loan||Tasks|
|A brief overview of the client's assets, liabilities, & net worth||Visualize the importance of reserve funds||A comprehensive budgeting tool for your clients||Help clients manage debt reduction||Help clients discover an efficient strategy for minimizing student loan repayments||Use Tasks to keep momentum in-between client meetings|
|Asset Allocation||Sector and Style||Concentration||Tax Allocation|
|Compare invested assets and returns||Compare how invested assets are spread||Determine if a client is properly diversified||Visualize tax implications of invested assets|
|Analysis||Stress Test||Social Security||Medicare||Cash Flows|
|Advanced forecasting to compare probable retirement outcomes||Visualize the impact of potential threats on a client's retirement success||World-class optimization factoring over 700 variables instantly||Help clients enroll in Medicare with maximum benefits||A granular view of a client's finances on an annual basis|
|Life insurance|| Disability
||Long-term care (LTC)||Property and casualty|
|Visualize the impact of life insurance coverage||Visualize the client's readiness in the event of disability||Visualize the end-of-plan impact of LTC insurance||Create an effective strategy for umbrella coverage|
Learn how to add Insurance types to a client's profile.
Learn more about college planning goals in RightCapital.
|See and download pre-filled tax forms (1040 and schedules)||Visualize a client's tax landscape and create an efficient tax strategy|
Learn more on how state and local taxes are calculated in RightCapital.
Learn more about estate planning in RightCapital.
Learn more about a client's profile in RightCapital.
|Vault||Report||Advisor Portal||Sign Out|
|A secure and accessible location to share relevant information between you and your clients||Print financial reports to share with clients||Toggle to view your advisor portal on RightCapital||Sign out of RightCapital|