Can I rearrange the order of the planning modules?

Yes! This can be done by dragging and dropping specific tabs and modules into the order that you want within a client's Planning Access tab. Click here for a quick video tutorial.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

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

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!