Presenting Your First Plan Video

Need guidance before presenting your first plan?

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

Presenting Your First Plan (55:18)

In this recorded webinar on Presenting Your First Plan, advisors can build confidence by learning about the advisor portal, key analysis tools, report generation, and streamlined client communication within RightCapital.


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 with the six initial steps of data entry please contact RightCapital Support.