How does RightCapital formulate the default other assumptions with financial plans?

The "Global Assumptions" that are used by default will be based on your selections within the Assumptions module of the Advisor Portal. This is true for both the global Inflation Assumptions, as well as the global Miscellaneous Assumptions.

Making adjustment to these values within the Advisor Portal > Assumptions tab will impact the global assumptions, while making adjustments within the Gear Icon > Settings > Other Assumptions tab of a plan will only impact that client household.

For additional assistance within RightCapital please contact our Support team.

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