Choose the client group for each household within the Advisor Portal > Clients > Personal Info tab. Quickly and easily sort your clients by group within your client list.
Tailor the default templates for your two clients groups selected as the 'Default for New Clients' and 'Default for New Leads' within the Client Settings > Client Groups tab.
Assign Tasks and Templates en masse to one or more client groups at a time. Isolate specific client groups within RightIntel, Risk, and more.
Default Client Groups
As a starting point, this client group will be set as the 'Default for New Clients'. Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into this group.
As a starting point, this client group will be set as the 'Default for New Leads'. Any prospects that sign up using your RightCapital Leads URL will automatically be sorted into this group.
This group will include the three Sample Plans that are pre-built into every new RightCapital account (Millenial Sample, Pre-Retiree Sample, and Retiree Sample).
Adding New Client Groups
Customizing Client Groups
Include in RightIntel Dashboard
Including or excluding client groups from the RightIntel Dashboard is not an immediate change. This change will take effect when the RightIntel Dashboard next updates. This update occurs once per business day.
Default for New Clients
Only one group can be chosen as the Default for New Clients. By default, this will be the Existing Clients group. Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into this group.
Default for New Leads
Only one group can be chosen as the Default for New Leads. By default, this will be the Prospect Clients group. Any prospects that sign up using your RightCapital Leads URL will automatically be sorted into this group.
Default Templates
For the two client groups that are selected as the 'Default for New Clients' and 'Default for New Leads', you are able to adjust the default templates for each group by clicking the 'Edit' button to the far right. This will open a drawer on the right of your screen, allowing you to make your selections for:
Default Planning Access
Default Snapshot Template
Default Vault Template
Default Categories Template
Default Onboarding Template
Rename or Delete Groups
Existing client groups can be renamed at any time by hovering your mouse over the group name, and clicking the pencil and paper icon that appears to the right:
You can delete client groups as well by clicking the 'x' icon that appears to the right when renaming a group:
Changing a Household's Client Group
Where to Use Client Groups
After creating and customizing your client groups to your liking, they can be utilized in a number of places to streamline your day-to-day planning processes:
Client List
Tasks & Templates
When creating Tasks and applying Templates in your Advisor Portal, you will be able to select one or more client groups in addition to individual client households. This makes quick and easy work of assigning specific tasks or applying specific templates to entire groups of clients at once:
Additional Areas
Filter by client group within the Client Overview and Opportunities tabs of RightIntel:
Filter by client group within the Summary > Household tab of Risk:
Filter by client group within the Advisor Portal Vault: