What type of planning is used in RightExpress?

Once an Express client has been transitioned to Full Planning, can they be switched back to Express?

Can Integrations be used within RightExpress?

How do I make RightExpress the default plan type for a client group?

How can I make a RightExpress template the default for a lead URL?

To apply a RightExpress template to a client group, head to the Advisor Portal > Client Settings > Client Groups > Edit. Here, you can set the default RightExpress template for the group.

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!