Grouping Clients

Organize & Group Clients

The most valuable asset in your firm is the relationship you develop with your clients. RightCaptial provides the tools to organize households by status and track client activity within their financial plan. These tools enhance your ability to prioritize client relationships and identify individuals who can benefit from additional outreach. Organizing households and tracking client activity furthers your position as a proactive, trustworthy, and reliable advisor. This, in turn, dramatically increases client retention and bolsters your bottom line.

Client List

You will find the client list on the left side of the advisor portal. This area provides insight into your entire book of business within RightCapital. The client list lets you search for individual client plans and view specific groups from the dropdown menu. Households will be listed alphabetically based on the client's last name.

Pro-Tip

Clients will display based on the name of the first client listed in the plan, but you can still search by co-client if you like:

Hiding the Client List

This area allows listing all client information or using a discrete, searchable list that will not immediately preview client details. To remove client names from the list, visit the Gear Icon > Account > Preferences tab and check off "Do not automatically list my clients on Advisor Portal > Clients Page". This will create a searchable list that can pull up households without exposing additional client details from your book of business.

Grouping Clients

Advisors can also classify client households into different groups. This allows you to segment your clients into different categories based on their status in your firm. You can see the list of clients in each group using the dropdown box on the Advisor Portal > clients page under the green "Add new client" button.

By default, you will see three groups within your subscription, "Existing Clients", "Prospects" and "Sample Clients". New households added via the RightCapital Leads link will be added to the "Prospect Clients" group. The sample plans that default into your client list (Millennial Client, Pre-Retiree Client, and Retiree Client) are listed under the Sample Client group. All other households will be added to the "Existing Clients" group. The Advisor Portal > Gear Icon > Client Settings > Client Groups tab will allow you to add custom groups and adjust where new clients and leads link clients default into.

Changing a Client's Group

You can change the group a client is associated with on the Personal Info tab underneath the contact information. The personal info tab will appear on the right side of the advisor portal once you click on a client from the list.

Excluding Groups from RightIntel

You may want to exclude prospect clients or sample clients from your RightIntel Dashboard. The way to do so is by navigating to the Advisor Portal > Gear Icon > Client Settings > Client Groups sub-tab:
Pro Tip

You can assign tasks or task templates on a Client Group basis - read our Tasks article for more details:

Setting Default Templates for Client Groups

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 Planning Access, Snapshot, Vault, and Budget Categories 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 each template.

Important Note on Default Templates
These selections will be applied for new clients created within each group going forward. Existing clients within each group will not be impacted.

Applying Planning Access Template

Within the "Edit default templates for new clients" drawer, you can set default Planning Access for each client group. In the "Default Planning Access" dropdown, select the desired Planning access template.

Please refer to our Planning Access Templates Help Center article to learn more.

Applying Snapshot Template

Within the "Edit default templates for new clients" drawer, you can set default Snapshot templates for each client group. In the "Default Snapshot Template" dropdown, select the desired Snapshot Template.

To learn more, please refer to our Snapshot Templates Help Center article.

Applying Vault Template

Within the "Edit default templates for new clients" drawer, you can set default Vault templates for each client group. In the "Default Vault Template" dropdown, select the desired Vault Template.

To learn more, please refer to our Vault Templates Help Center article.

Applying Categories Template

Within the "Edit default templates for new clients" drawer, you can set default Budget/Expense Categories templates for each client group. In the "Default Categories" dropdown, select the desired Vault Template.

To learn more, please refer to our Budget Category Templates Help Center article.
Contact Us

For additional assistance within RightCapital please contact our Support team.

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