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Asset Allocation

Allocation Path

Risk

Firm Level Risk - Super Administrator 

Sector and Style

Firm Level Misc. Assumptions - Super Administrator 

Concentration

Life Insurance

Download Notes to a CSV File 

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Tax Allocation

Disability

Client Access

Firm Asset Returns - Super Administrator 

RightFlows

Stress Test

Debt

Long Term Care

Holdings

Including Notes in the Report 

Account Preferences

Planning Access

RightIntel

Social Security

How do I know when my client has received and accepted their invitation?

Net Worth

Net Worth - Blueprint 

Firm Models - Super Administrator 

Snapshot

Colors on PDF Report Cover Page 

Property and Casualty

What is the difference between a Task Template and a Workflow?

Customizing Text in Notes 

Student Loan

How often does the RightIntel > Dashboard refresh? 

Balance Sheet

Does RightFlows integrate with other platforms?

Firm Templates - Super Administrator 

Vesting Schedules

Advisor Notes 

Model Portfolios

Medicare

Account Aggregation

Can I rearrange the order of the planning modules?

Tax Estimate

Client Onboarding

How do I model the sale of a property?

Invitation Email Template 

Teams 

Goals - Blueprint 

Stock Plans

Cash Flows

Homeowners Insurance 

Liquidity

Annuities

Firm Oversight - Super Administrator 

Modifying Teams 

Disability Summary 

Creating Multiple Plans

Calculator

Update your Credit Card 

Retirement Age Goal

Why don't I see the option to add income or expenses within the data entry?

How can I update portfolio turnover?

Income, Saving, Expenses - Blueprint 

Billing 

Primary Home

Can I send my client an invitation outside of RightCapital?

Where can I create and apply planning access templates?

Color Theme 

Plan Notes 

Tax Strategies

Notes 

What is the difference between "Step Activation" and "Workflow Start"?

RightPay

What role can assign roles with the Team section? 

Investment & Vacation

Client Presets 

How are the annual return and standard deviation being determined for my model portfolios?

Link Accounts - Account Aggregation 

Modifying Existing Items - Blueprint 

Marking Plans Private 

Tasks

Client Notifications 

Cash Value Life Insurance

Tax Analyzer

Retirement Healthcare Costs

Global Inflation Assumptions 

Adding Notes in the Planning Modules 

Firm Level Customization - Super Administrator 

Return Scenarios

Action Items

Client Permissions 

By default, annuities will not be included in a client's Risk Analysis. You can choose to include annuities in the analysis by clicking into the 

 drawer at the bottom of the page. To learn more, 

Are annuities included in the Risk Analysis?