Video Overview: Global Settings

The system-wide client presets video illustrates how to adjust the global client settings within RightCapital. After identifying preferred settings, advisors can set them globally for all new clients. This feature saves time by minimizing manual data entry for each client. For additional information on customizing the system-wide client presets please review this help center article.

System-Wide Client Presets (6:53)

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