Welcome, and thank you for choosing RightCapital as your financial planning solution. This article aims to empower you to meet your financial planning objectives and deliver meaningful presentations within our platform. In the contents below, you will find a roadmap for success when getting started with RightCapital.
We find that the best way to learn RightCapital is to use it, so let's jump in! Below are seven easy steps that will allow you to hit the ground running when getting started:
When you need assistance in RightCapital, understanding where to go for help is an essential first step in achieving your goals. From the first time you log in to RightCapital, you will have full access to advisor resources. Whether you've been designated an Onboarding Specialist to help you accelerate the learning curve or whether you are looking for a case review before presenting your first plan, we are here to help! Review the resources and connect with product experts to make the most out of your RightCapital experience. Click the links below for additional information:
Many subscriptions include an Onboarding Specialist. Be on the lookout for an email or phone call in the first week of your RightCapital subscription to book time with these devoted staff. They can assist you in the initial setup of your software and answer any questions. If you are unsure whether your subscription includes an Onboarding Specialist, please contact your sales rep.
RightCapital Support: Chat with us, Call us, Email us, or schedule 15-30 minute case reviews with resident software experts. We're here to help!
Recurring Training Webinars: Product experts hold weekly training webinars to ensure you have the tools you need to succeed. These webinars have been designed to complement our onboarding process. Use the link above to sign up for a live Q & A session with our experts or watch a pre-recorded webinar.
Recurring Training Webinars
Creating your First Plan
Overview of the Planning Modules
Presenting your First Plan
Within the account area, advisors who are just getting started can begin by adjusting the following information:
The profile area will allow advisors to input their name, certifications, and firm information and add report disclosures, needed for compliance purposes. This area is used to populate the information found on the cover page of each report that is generated. It also includes the RightCapital Leads URL which is a prospecting tool that can be built into your website, marketing campaigns, and email signature.
After taking a few minutes to brand RightCapital and enter firm details, it is important for advisors to review the assumptions and settings that come with their new subscription. This includes asset return assumptions, inflation assumptions, and important settings. If needed, customize this information to align financial planning outcomes with your firm's unique advising philosophy and client needs.
The following information describes where advisors can adjust the global capital market assumptions and settings for all new clients created in RightCapital.
Review this video for more information on customizing return assumptions.
Review this video for more details on customizing global client settings.
Congratulations! You have explored available resources, personalized your account, reviewed assumptions and settings, and connected with important integration partners. You are now ready to create your first financial plan within RightCapital.
For a guided video walkthrough of Creating your first plan and Presenting your first plan, click the associated links to review pre-recorded webinars on these important topics. For individual questions please reach out to our advisor Support Team.
You can drag and drop the various items to re-arrange the order they appear in the navigation menu. The new order of the modules will also display in your advisor view when you open the plan. This functionality can be used to update the landing page when you first open the plan.
Now that you have established your account and created two financial plans you are ready to explore all that RightCapital has to offer. But remember that you are not alone, our goal is to empower you to meet your financial planning objectives within our platform, and we are committed to your success! If you have any questions about the software or the outcomes that it produces, please reach out to our Advisor Support Team or your Onboarding Specialist. If you are unsure if your subscription came with an Onboarding Specialist, please reach out to your sales representative.