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RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

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Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Life Insurance

Download Notes to a CSV File 

Analysis

Disability

Tax Allocation

Firm Level Inflation Assumptions - Super Administrator 

Client Access

Holdings

RightFlows

Stress Test

Including Notes in the Report 

Long Term Care

Firm Asset Returns - Super Administrator 

Debt

Account Preferences

Planning Access

What is the difference between a Task Template and a Workflow?

Net Worth

Property and Casualty

RightIntel

Colors on PDF Report Cover Page 

Snapshot

Customizing Text in Notes 

Student Loan

How do I know when my client has received and accepted their invitation?

Social Security

Firm Models - Super Administrator 

Net Worth - Blueprint 

Goals - Blueprint 

Account Aggregation

Medicare

Firm Templates - Super Administrator 

Client Onboarding

Can I rearrange the order of the planning modules?

How do I model the sale of a property?

Model Portfolios

Stock Plans

Advisor Notes 

Invitation Email Template 

Vesting Schedules

Does RightFlows integrate with other platforms?

How often does the RightIntel > Dashboard refresh? 

Tax Estimate

Teams 

Balance Sheet

Income, Saving, Expenses - Blueprint 

Modifying Teams 

How can I update portfolio turnover?

Where can I create and apply planning access templates?

Firm Oversight - Super Administrator 

RightPay

Update your Credit Card 

Why don't I see the option to add income or expenses within the data entry?

Creating Multiple Plans

What role can assign roles with the Team section? 

Annuities

Billing 

Primary Home

Retirement Age Goal

Can I send my client an invitation outside of RightCapital?

Color Theme 

Business

Zocks

What is the difference between "Step Activation" and "Workflow Start"?

Disability Summary 

Cash Flows

Liquidity

Tax Strategies

Homeowners Insurance 

Plan Notes 

Marking Plans Private 

Insurance Policies

Return Scenarios

Adding Notes in the Planning Modules 

Stress Test 

Documents

Templates

Do vesting schedules have to be annual?

Retirement Living Expense Goal

Cash Value Life Insurance

Can I update my credit card?

Smart Import

Auto Insurance 

Tax Rate: Human Life Value 

Retirement Healthcare Costs

The Sales team assists with any common sales inquiries, including but not limited to setting up free trial accounts, adding new licenses or subscriptions, pricing, adding RightPay, upgrading to Platinum, and adding team sharing. Below are the options to contact our Sales team:

All plans require an annual commitment for the first year. Additional assistant access is $40 per assistant per month. To upgrade to a Platinum subscription, please reach out to our Sales team. For full pricing details, visit 

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RightCapital Sales Options

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