Frequently Asked Questions
Need assistance with settings and assumptions? RightCapital is here to help! Please use the common questions and answers below to help you generate financial plans. If you need more help, please use the link to our support team at the bottom of the article.
If you are a member of an advisory team that has decided to control asset return assumptions at the firm level, you will not be able to adjust asset return assumptions. If you have any questions about the asset return assumptions set by your advisory team, please reach out to your firm's super administrator.
Only Platinum subscription holders can adjust volatility assumptions for each asset class. If you wish to upgrade to a Platinum subscription at RightCapital, please reach out to sales@rightcapital.com
Only Platinum subscription holders can add custom asset classes in RightCapital. Asset classes are stored at the firm level, so only one advisor from each firm can create new custom asset classes. For more information about creating custom asset classes, click here. If you wish to upgrade to a Platinum subscription at RightCapital, please reach out to sales@rightcapital.com
RightCapital uses Morningstar to classify investments entered into the client's Net Worth into the broad asset classes listed in the Advisor Portal > Assumptions > Return Assumptions area. If holdings are not available in Morningstar, they will be mapped to the "other" asset class.