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Asset Allocation

Allocation Path

Risk

Firm Level Risk - Super Administrator 

Sector and Style

Life Insurance

Firm Level Misc. Assumptions - Super Administrator 

Concentration

Download Notes to a CSV File 

Firm Level Inflation Assumptions - Super Administrator 

Tax Allocation

Analysis

Disability

Debt

Planning Access

Long Term Care

Client Access

RightFlows

Account Preferences

Firm Asset Returns - Super Administrator 

Including Notes in the Report 

Holdings

Stress Test

RightIntel

Property and Casualty

Social Security

Firm Models - Super Administrator 

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

Snapshot

Customizing Text in Notes 

Net Worth

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

Colors on PDF Report Cover Page 

Net Worth - Blueprint 

Student Loan

Firm Templates - Super Administrator 

Model Portfolios

How do I model the sale of a property?

Teams 

Does RightFlows integrate with other platforms?

Goals - Blueprint 

Invitation Email Template 

Advisor Notes 

Balance Sheet

Vesting Schedules

How often does the RightIntel > Dashboard refresh? 

Tax Estimate

Stock Plans

Medicare

Can I rearrange the order of the planning modules?

Client Onboarding

Account Aggregation

Firm Oversight - Super Administrator 

Homeowners Insurance 

Liquidity

Annuities

Cash Flows

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

Modifying Teams 

Disability Summary 

Update your Credit Card 

Creating Multiple Plans

Calculator

Retirement Age Goal

How can I update portfolio turnover?

Income, Saving, Expenses - Blueprint 

Billing 

Primary Home

Can I send my client an invitation outside of RightCapital?

Color Theme 

Where can I create and apply planning access templates?

Tax Strategies

Plan Notes 

Notes 

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

RightPay

What role can assign roles with the Team section? 

Investment and Vacation Properties

Investment & Vacation

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

Client Presets 

Marking Plans Private 

Trust Owned Assets

Report

Client Notifications 

Cash Value Life Insurance

Link Accounts - Account Aggregation 

Tasks

Modifying Existing Items - Blueprint 

Adding Notes in the Planning Modules 

Return Scenarios

Firm Level Customization - Super Administrator 

Medicare Considerations 

Clicking "Add New Plan" will create a blank slate, carbon copy of your current plan (plus any new action items you've added). Hoving over an existing proposal and clicking copy will carry over any changes you've made in that proposal, over into your new plan:

What is the difference between adding a new plan, and copying a proposal?