Advisor Portal- 9 Videos

Expand Your Advisor Portal Knowledge

Need a quick tutorial? This article includes short, informative, videos created to help you understand the features and benefits of the Advisor Portal. For additional information on each topic please review the written help center article linked within each feature.

Assumptions (5:49)

This assumptions training video illustrates how to control capital market assumptions that project a client’s assets into the future. Here advisors can align rates of return, inflation and miscellaneous assumptions with desired outcomes. For additional information on entering assumptions within the advisor portal please reference this help center article.

Branding RightCapital Your Way (4:36)

This training video focusses on the steps to brand RightCapital Software with an advisor's logo and color theme. The customization area inspires confidence by creating consistently across platforms. For additional information on branding your login please review this help center article

Client Setting  (7:35)

This training video features the tools that produce personally tailored advising for each client. Advisors use settings to control planning methods, timing of cash flow projections and more. For additional information on adjusting client settings within a plan please review this help center article.

Client Access (5:41)

This training video focuses on granting clients' access to RightCapital software and the mobile app. Client access is customized for each plan and can be updated by the advisor at any time. For additional information on customizing and initiating client access to RightCapital please review this help center article.

System-Wide Client Presets (6:53)

This training video illustrates how to adjust the global client settings within RightCapital software. After identifying their favorite settings, advisors can align them with all new clients entered into their client list. This allows advisors to do more planning in less time with less data entry.  For additional information on customizing the system-wide client presets please review this help center article.

Glide Path (4:31) 

This training video illustrates how to transition a client's invested assets over time using the glide path tool. Advisors can choose a specific asset allocation at retirement or use the default glide path to move a client's investments towards a more conservative allocation over time. For additional information on using or creating a glide path please review this help center article.

Integrations (2:47)

This training video focusses on establishing and leveraging integrations within RightCapital. Integrations are available for all subscription levels and allow advisors to streamline the data entry process. For more information on establishing and using integrations within a client's plan please review this help center article.

Model Portfolios (4:12)

This training video focusses on viewing and customizing the model portfolios that can be leveraged within all client plans. These portfolios can be used to highlight an advisors asset allocation proposal and compare it against the clients current allocation. For additional information on using or customizing model portfolios within RightCapital please review this help center article.

Model Scenarios (4:23)

This training video on model scenarios illustrates how different sequence of returns can be created and applied to clients' plans. Once established, these scenarios can be used to highlight the differences between planning and investment strategies. For more information on using and customizing sequence of return scenarios please review this help center article.


RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance using and navigating the advisor portal please contact RightCapital Support.