Creating Your First Plan Video

Need help entering your first plan? 

We've got you covered! This pre-recorded webinar can be viewed here or accessed live, Tuesday's at 2pm ET. Visit the Upcoming and Most Recent Webinars article to register for the next live presentation that includes Q&A with the product team.

Creating Your First Plan (59:00)

In this pre-recorded video introduction to creating your first financial plan, advisors learn how to brand the software, adjust global assumptions and manually enter data. Data entry content begins 15 minutes into the video.


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

For additional assistance creating a financial plan please contact RightCapital Support.