Explore What RightCapital Has to Offer
The goal of this article is to empower you to meet your financial planning objectives and review the various features within RightCapital. The links in this article review powerful planning modules, the RightIntel business intelligence dashboard, the RightPay billing service, and the client portal mobile app which consolidates financial data into clear visuals for each client.
Planning modules represent the visual backdrop to specific financial planning conversations within the financial plan. Use the following article to take a deep dive into each planning module, allowing you to deliver more value in your client presentations.
The RightIntel business intelligence dashboard is found in the top banner of the advisor portal and is available for premium and platinum subscribers at no additional cost. Use the following article to uncover how RightIntel illuminates new planning opportunities and organizes large amounts of client data.
Offering fee-for-service planning? RightPay is an innovative tool that allows advisors to process planning fees within RightCapital. This allows for a better client experience while providing the advisor a compliant billing solution. Use the following article to learn more about our all inclusive billing solution.
Give your client's the freedom to explore their client portal in the palm of their hand with our branded mobile application. Use the following article to learn how clients can download the app and track their financial progress while reinforces your brand's value.
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 using the RightIntel Dashboard please contact Support.