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How-To Videos

Need a quick tutorial? This article includes short, informative videos created to help you understand the features and benefits of RightCapital.

Advisor Portal

Clients

Add a New Client (1:20)

Invite a Client (1:23)

Customize a Client's Planning Access (1:22)

Virtually Onboard New Clients (1:45)

Remove or Reorder Data Entry Steps (1:14)

Add the Vault to the Initial Data Entry (1:21)

RightIntel

Identify Assets Held Away (1:08)

Track Key Events (1:11)

Track Client Activities (1:14)

RightFlows

Add a Workflow (1:41)

Edit an Active Workflow (1:30)

Risk

Assign a Risk Questionnaire (1:28)

Create a Risk Questionnaire (2:01)

Enable Risk Categories (1:31)

Set a Household Risk Score (1:27)

Models

Add a Model Portfolio (1:31)

Create an Asset Class Based Portfolio (1:29)

Create a Holdings Based Model Portfolio (1:29)

Propose a Custom Asset Allocation (1:22)

Create a Custom Glide Path (1:32)

Enable a Glide Path (1:55)

Templates

Use Report Templates (2:00)

Use Planning Access Templates (1:37)

Use Onboarding Templates (2:02)

Set a Default Onboarding Template (1:38)

Use Snapshot Templates (2:15)

Use Task Templates (2:00)

Use Vault Templates (1:51)

Set a Default Vault Template (1:18)

Client Settings

Update Default Methodology Settings (1:24)

Update Default Plan Parameters (1:10)

Update Default Client Portal Settings (1:24)

Add a Client Group (1:11)

Customize Client Groups (1:45)

Change a Household's Client Group (0:52)

Assumptions

Update Global Return Assumptions (1:36)

Update Global Inflation Assumptions (1:23)

Update Client-Specific Return Assumptions (1:13)

Update Client-Specific Inflation Assumptions (1:10)

Adjust the Cost of Purchasing & Selling Property (1:32)

Set an Expense Adjustment (1:40)

Advisor Portal Vault

Share Vault Documents with Multiple Clients

Notification Center

Access the Notification Center (1:22)

Adjust Advisor Notification Settings (1:50)

Gear Icon

Add a Logo (1:34)

Client Profile (Data Entry)

Family

Add Additional Family Members (1:35)

Choose a Resident State (1:36)

Remove a Co-Client (1:32)

Income

Add a Salary (1:54)

Enter Social Security Retirement Income (2:09)

Choose an Estimated Benefit Amount (2:40)

Add Self-Employment Income (1:45)

Add Pension Income (2:11)

Enter an Annuity as an Income Stream (2:01)

Net Worth

Use Account Aggregation (1:04)

Add a Bank Account (1:39)

Add a Credit Card (1:51)

Add an Investment Account (2:39)

Enter an Annuity as an Asset (2:08)

Model Custom Annuity Distributions (1:43)

Goals

Model A Primary Home Relocation (1:47)

Client Plan

Dashboard

Customize the Snapshot (1:44)

Navigate a Plan with the Snapshot (1:18)

Generate a Snapshot Report (1:30)

Access the Balance Sheet (1:14)

Generate a Balance Sheet Report (1:50)

Analyze Historical Net Worth (1:16)

Retirement

Add a Proposed Plan (1:20)

How To Use the Action Items (2:13)

Analyze the Monte Carlo Simulation (2:05)

Analyze a Retirement Proposal (2:09)

Propose an Annuity Purchase (2:01)

Propose a New Annuity Allocation (1:34)

Propose a Debt Payment Strategy (1:41)

Model a Refinance (2:17)

Vault

Open a Client's Vault (1:24)

Add Files to the Vault (1:16)

Grant a Client Access to the Vault (1:17)

Reports

Generate a Report (1:14)

Edit Your Report Cover Page (1:53)

Add a Custom Report Disclosure (1:13)

Save a Report to the Vault (1:28)

Settings

Client-Specific Inflation Assumptions (1:45)

Reduce Future Social Security Benefits (1:06)

Set a Discount Rate (1:37)

Take Annuity RMDs from IRA Accounts First (1:37)

Contact Us

For additional assistance within RightCapital please contact our Support team.

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