You do not have to use your client presets for every client. Although your presets will be used as the starting point for each new plan, you can always change these settings at the individual client level within the Gear Icon > Settings > Methodology tab of each financial plan.
Do I have to use my client presets for every client?
Educational Webinars 
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
