Training Videos

Expand your Knowledge with Informative Videos

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

Pre-Recorded Webinars

These previously recorded webinars provide an overview of creating your first plan, presenting your first plan and monetizing financial planning with RightCapital. Click the links below to access each recording.

Getting Started

Want something quick? Try this short series of videos to get you started and off to the races! Start with the overview. Think of it as a map of RightCapital. Also, be sure to check out the Getting started guide. Click the link below to access getting started videos.

Advisor Portal

Need assistance with the Advisor Portal? These short, informative, videos were created to help you understand the features and benefits of RightCapital's Advisor Portal. Click the link below to access advisor portal training videos.

Data Entry

Need help entering data? This link includes short, informative, videos designed to help you understand the six initial steps of data entry. These steps build the foundation for all financial plans within RightCapital. Click the link below to access data entry training videos.

How to use Analysis Tools

Need a quick tutorial? This link includes short, informative, videos created to help you understand the features and benefits of each analysis tool in RightCapital. Click the link below to access video overviews of each.

Frequently Modeled Scenarios

Need help modeling a common planning scenario? This link includes short, informative, videos created to help you understand some common financial planning scenarios within RightCapital. Click the link below to access video overviews of frequently modeled scenarios.

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 with entering a client's information, please contact RightCapital Support.