FAQ: Family Profile

Frequently Asked Questions

Need assistance with data entry? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.

1

Which Integrations will feed information into the family profile?

Answer: Redtail, Wealthbox, SmartOffice, A360, and Assetmark Integrations will feed family profile information into step 1 of the initial data entry.

2

What impact will adding children have to the financial plan have?

Answer: Adding children into the family profile will produce specific impacts on a financial plan. First, a college expense will be added by default in the Goals area for each child entered into the plan. Dependent children will also produce tax credits as well as a Social Security benefits in applicable scenarios. Lastly, children and other family members can be set as the beneficiary of specific accounts, or goals within a financial plan.

3

How do I change the client's age?

Answer: There is no field to enter the client's age, instead the system will use the client's birthday to identify their specific age.

4

Should I set up trusts accounts as family members on the Family Profile?

Answer: No, trust-owned assets can be entered within the Net Worth area. For additional information on adding trust owned assets please review this Help Center article.

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