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Getting Started

Add a New Client

Invite a Client

Generate a Direct Signup Link

Customize a Client's Planning Access

Virtually Onboard New Clients

Remove or Reorder Data Entry Steps

Add the Vault to the Initial Data Entry

Add a Risk Questionnaire to the Initial Data Entry

Hide The Client List

Onboard Clients with the Blueprint

Delete a Client

Reorder the Planning Modules

Open a Plan in Client Access Mode

Mark a Client Plan Private

Virtually Onboard New Clients

Click the play button below for a step-by-step tutorial on Virtually Onboarding New Clients:

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!