Need assistance with data entry? 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.
Redtail, Wealthbox, SmartOffice, A360, and Assetmark Integrations will feed family profile information into step 1 of the initial data entry.
Adding children into the family profile will produce specific impacts on a financial plan. First, a college expense will be added by default in the Goals area for each child entered into the plan. Dependent children will also produce tax credits as well as a Social Security benefits in applicable scenarios. Lastly, children and other family members can be set as the beneficiary of specific accounts, or goals within a financial plan.
There is no field to enter the client's age, instead the system will use the client's birthday to identify their specific age.
No, trust-owned assets can be entered within the Net Worth area. For additional information on adding trust owned assets please review this Help Center article.
For additional assistance within RightCapital please contact our Support team.
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