Frequently Asked Questions
Need assistance with reports? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.
If you plan on including additional documents (from outside of RightCapital) within your report, you can turn off the page numbers using the toggle at the bottom of the checklist. This allows for more seamless integration of additional pages and outside documents:
After adding your new page, you can drag and drop it to choose where you want it to appear in the report. To make future edits to a custom page, click the chat bubble icon next to that page in the report checklist. There is no limit to the number of new pages that you can add.
Generally, your reports will be a direct reflection of your current selections within the software. For example, if you are viewing a particular proposal within the Retirement > Cash Flows, that proposal will be reflected in the Cash Flows section of the report by default. To change this, simply make the desired adjustments within the corresponding section of the software, and generate a new report.
RightCapital does not save any backups of reports you've generated. However, a common practice among advisors it to upload reports periodically to the Private Folder of the Vault as a backup. This will not be visible to clients, and will be stored for you if you need to reference a past report at any time in the future.
