Do End Clients have Access to Iris?

No. Iris is available only through the Advisor Portal. Neither is visible in client view or client-access mode.

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!