Advisor Resources: RightCapital checklists

Due to popular request, we've created three checklists to help drive forward your practice efficiency.

RightCapital Implementation Checklist

Brand new to RightCapital? Been a customer for a long time but want to make sure you've got it set up correctly? Start here with our Implementation Checklist.

Client Portal Launch Checklist

Use the Client Portal Launch Checklist to help ensure you've got all your ducks in a row as you roll out your personalized portal for your clients.

New Client Checklist

We want to put our best foot forward with our clients. Use this checklist to identify the core areas when adding your next client!