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RightCapital in Action 

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Asset Allocation

Allocation Path

Risk

Firm Level Risk - Super Administrator 

Sector and Style

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Life Insurance

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Download Notes to a CSV File 

Disability

Tax Allocation

Holdings

Client Access

Stress Test

Debt

Firm Asset Returns - Super Administrator 

Including Notes in the Report 

Colors on PDF Report Cover Page 

RightFlows

Planning Access

Long Term Care

What is the difference between a Task Template and a Workflow?

How do I know when my client has received and accepted their invitation?

Customizing Text in Notes 

Student Loan

Social Security

Firm Models - Super Administrator 

Invitation Email Template 

Property and Casualty

RightIntel

Net Worth - Blueprint 

Snapshot

Net Worth

How often does the RightIntel > Dashboard refresh? 

Medicare

Vesting Schedules

Advisor Notes 

Tax Estimate

Does RightFlows integrate with other platforms?

Stock Plans

Model Portfolios

Client Onboarding

Account Aggregation

Goals - Blueprint 

Can I rearrange the order of the planning modules?

Balance Sheet

Color Theme 

Firm Templates - Super Administrator 

Teams 

How do I model the sale of a property?

Cash Flows

Where can I create and apply planning access templates?

Can I send my client an invitation outside of RightCapital?

Plan Notes 

Notes 

Primary Home

Liquidity

What is the difference between "Step Activation" and "Workflow Start"?

Tax Strategies

Calculator

Creating Multiple Plans

Annuities

Billing 

Retirement Age Goal

Why don't I see the option to add income or expenses within the data entry?

What role can assign roles with the Team section? 

Disability Summary 

Homeowners Insurance 

Modifying Teams 

Update your Credit Card 

Firm Oversight - Super Administrator 

How can I update portfolio turnover?

Income, Saving, Expenses - Blueprint 

RightPay

Asset Return

After-Tax 401(k) Contributions

Logo Customization 

Business Assets

Retirement Healthcare Costs

Global Inflation Assumptions 

Can I open a client plan directly from RightIntel?

Marking Plans Private 

Misc Assumptions 

Cash Value Life Insurance

Can I update my credit card?

Will my clients see any changes on their end with RightFlows enabled?

Property Goals

Medicare Considerations 

Client Groups

Report

Student Loans

Click the play button below for a step-by-step tutorial on 

Customize the Snapshot