Video: RightCapital Fast Track Training

Crash Course for Users in Trial

New to the platform and not sure where to begin? We'll get you up and running in no time! This pre-recorded webinar can be viewed here or accessed live, Mondays at 1pm ET. Visit the Upcoming and Most Recent Webinars article to register for the next live presentation that includes Q&A with the product team.

RightCapital Fast Track Training (32:00)

In this pre-recorded video we'll walk you through how to input your first plan, where to access key resources and best practices for leveraging the software.

Pro-Tip: To get a comprehensive understanding of the software we suggest you start by inputting yourself as the client. Use this video as a guided tutorial for creating your first financial plan.

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance creating a financial plan please contact RightCapital Support.