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.

Dashboard

Balance Sheet

Liquidity

Budget

Debt

Student Loan

Tasks

A brief overview of the client's assets, liabilities, & net worthVisualize the importance of reserve fundsA comprehensive budgeting tool for your clientsHelp clients manage debt reductionHelp clients discover an efficient strategy for minimizing student loan repaymentsUse Tasks to keep momentum in-between client meetings

Investment

Asset Allocation

Sector and Style

Concentration

Tax Allocation

Holdings

Compare invested assets and returnsCompare how invested assets are spreadDetermine if a client is properly diversifiedVisualize tax implications of invested assetsView or download client investment holdings

Retirement

Analysis

Stress Test

Social Security

Medicare

Cash Flows

Advanced forecasting to compare probable retirement outcomesVisualize the impact of potential threats on a client's retirement successWorld-class optimization factoring over 700 variables instantlyHelp clients enroll in Medicare with maximum benefitsA granular view of a client's finances on an annual basis

Insurance

Life insurance

Disability

Long-term care (LTC)

Property and casualty

Visualize the impact of life insurance coverageVisualize the client's readiness in the event of disabilityVisualize the end-of-plan impact of LTC insuranceCreate an effective strategy for umbrella coverage

Learn how to add Insurance types to a client's profile.

Education

Learn more about college planning goals in RightCapital.

Tax

Tax Estimate

Distributions

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.

Estate

Learn more about estate planning in RightCapital.

Profile

Learn more about a client's profile in RightCapital.

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Vault

Calculator

Report

A secure and accessible location to share relevant documents between you and your clientsAccess basic calculation toolsPrint financial reports to share with clients