New encounters spark questions. Software is no different. At RightCapital, we want to blow past any sort of “acceptable level of assistance” industry norms to make your experience truly delightful.
We’ve all bought software and had poor experiences — we don’t like that either. Once you become a customer, you have exclusive privileges with our team to be trained, dissect best practices, and gain insightful resources (client-facing material, anyone?).
We are closed on all stock market holidays. For off-hours support, please contact us through the chat service or leave us a voicemail and we will respond as soon as possible.
During business hours, this is the quickest way to get a hold of a real person. Click the icon in the bottom right of the screen that looks like this:
Leverage chat to work on your client’s account alongside the chat — all on the same screen.
Schedule a case review
Want a second pair of eyes on a client proposal? Schedule a time with a product expert — they’ll review it ahead of your call then spend 15 or 30 minutes helping you make the plan, presentation-ready. Book a one-on-one session today!
(888) 982-9596; option 2
If we are unable to answer immediately, please leave a message and we will call you back shortly!
Our product is naturally expanding and simplifying to ensure you always have the best financial planning experience. Stay on top of the changes with the following resources:
A chronological list of product updates can be found by clicking this link.
RightCapital hosts monthly product update webinars to provide a deep dive into enhancements that bring additional value to client presentations. Click here to register for upcoming webinars.
Subscribe to our YouTube channel
Weekly announcement emails
If you're not already a part of it, join our weekly email list where we curate high-level updates and upcoming webinars and events. Email Marketing@rightcapital.com and let our team know you want to receive the mid-week email with all the updates.
We love feedback. Our software would not be what it is without feedback from advisors like you. Please give us a call or shoot us an email letting us know what you’d like to see in the future!