Does RightCapital save a backup of reports I've generated?

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.

Contact Us

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!