How can I implement one of my custom models within a client plan?

Within a client plan, you can use your custom models to allocate a client's existing accounts in the Profile > Net Worth section. This will determine the overall allocation for the Current Plan.

You can also use custom model portfolios to propose a new asset allocation in the Retirement > Analysis section. This will determine the allocation for the Proposed Plan.

For additional assistance within RightCapital please contact our Support team.

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