Why are some modules in the planning access checklist underlined?
Modules that are underlined in the Planning Access checklist can be clicked into, for further customization. You can choose to include or exclude individual pages within these modules:
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!