Getting Started Video: Adding Clients

One of the critical steps: setting up your clients in RightCapital. Learn how to choose what your client has access to, how to choose a planning method(cash flow, modified cash flow, or goals based), and more! Here's a 4-minute video to hit the critical steps.

How to Add Clients (3:41)

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!

For additional assistance with getting started, contact RightCapital Support.