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Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Concentration

Life Insurance

Firm Level Misc. Assumptions - Super Administrator 

Firm Level Inflation Assumptions - Super Administrator 

Download Notes to a CSV File 

Disability

Analysis

Tax Allocation

Stress Test

Planning Access

Holdings

Debt

RightFlows

Including Notes in the Report 

Firm Asset Returns - Super Administrator 

Client Access

Long Term Care

Account Preferences

Social Security

RightIntel

Customizing Text in Notes 

Snapshot

Property and Casualty

Student Loan

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

Net Worth

Firm Models - Super Administrator 

Net Worth - Blueprint 

Colors on PDF Report Cover Page 

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

Model Portfolios

Account Aggregation

Tax Estimate

Client Onboarding

Vesting Schedules

Goals - Blueprint 

Firm Templates - Super Administrator 

Does RightFlows integrate with other platforms?

Medicare

How often does the RightIntel > Dashboard refresh? 

Can I rearrange the order of the planning modules?

Advisor Notes 

How do I model the sale of a property?

Teams 

Balance Sheet

Stock Plans

Invitation Email Template 

Homeowners Insurance 

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

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

Cash Flows

What role can assign roles with the Team section? 

Tax Strategies

Creating Multiple Plans

Income, Saving, Expenses - Blueprint 

Retirement Age Goal

Liquidity

Modifying Teams 

Primary Home

Disability Summary 

Plan Notes 

Notes 

How can I update portfolio turnover?

Calculator

Update your Credit Card 

Annuities

Color Theme 

Firm Oversight - Super Administrator 

Where can I create and apply planning access templates?

Can I send my client an invitation outside of RightCapital?

Billing 

RightPay

Calculator 

If I prevent my client from being able to update Profile information, can they still Link Accounts?

Long-Term Care

Retirement Healthcare Costs

Loans

Global Inflation Assumptions 

Why don't I see the Onboarding tab for all of my clients?

Life Insurance Analysis

Income

Link Accounts - Account Aggregation 

Can I change a client's planning access after I set it?

Modifying Existing Items - Blueprint 

Misc Assumptions 

Stress Test 

Each time you click Refresh in the lower right, the Proposed Plan on the left side of the Probability tab is saved. This allows you to create more proposals and toggle back to previously saved plans using the dropdown menus located above the Probability of Success.

How can I save a proposed plan?