Frequently Asked Questions
Need assistance? 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 connect with RightCapital's support team at the bottom of the article.
Tips for Searching this Document
To search for specific FAQ topics click the table of contents to jump to an area of interest
Additionally, use the keyboard shortcut Ctrl-F (for PC users) or Command-F (for Mac users) to find FAQ keywords or topics (Ex. Income)
Click the hyperlink to review a separate FAQ article devoted to the topic of interest
Data Entry FAQ's
Cash Value Life Insurance
Investment and Vacation Properties
Trust Owned Assets
Settings and Assumptions FAQ's
RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!
Also, be sure to check out the Getting started guide and our YouTube channel for more!
For additional assistance within RightCapital please contact Support.