RightCapital is perfectly designed for your clients to break free of paper completely! Be sure to take advantage of our Client Portal by allowing clients to input financial information themselves. Of course, there are still many times when paper makes sense -- after all, we seek to empower financial advising done right: and that means knowing your client's needs.
In those situations, clients can provide valuable information to you through our Data Collection Template. This is a pen and paper version of the initial data entry process in RightCapital:
The data collection template is designed for you to customize to your firm's needs fully. Go ahead and make it your own! To remove or replace branding, open the file and edit the Header.
If you're looking for a pen and paper version of the Estate Checklist and Beneficiary tabs, you can download and use the template below:
