Do any Methodology Settings impact Risk?

The only setting within the Gear Icon > Settings > Methodology tab that will impact Risk in any way is the 'Include bank accounts in Asset Allocation chart' setting. Toggling this setting on will allow bank accounts to be factored into a client's current portfolio risk score. To learn more, click here.
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!