How can I make adjustments to templates I've already created?

In the Templates tab of your Advisor Portal, you can choose a template you've already created and make any edits that you need. After making your changes, click Save in the lower right corner:

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!