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RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

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RightCapital in Action 

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Asset Allocation

Allocation Path

Risk

Firm Level Risk - Super Administrator 

Sector and Style

Life Insurance

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Tax Allocation

Disability

Download Notes to a CSV File 

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Debt

RightFlows

Including Notes in the Report 

Firm Asset Returns - Super Administrator 

Stress Test

Colors on PDF Report Cover Page 

Planning Access

Client Access

Holdings

Long Term Care

Invitation Email Template 

Social Security

RightIntel

Customizing Text in Notes 

Student Loan

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

Snapshot

Net Worth

Net Worth - Blueprint 

Property and Casualty

Firm Models - Super Administrator 

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

Vesting Schedules

Can I rearrange the order of the planning modules?

How often does the RightIntel > Dashboard refresh? 

Balance Sheet

Client Onboarding

Stock Plans

Advisor Notes 

Teams 

Goals - Blueprint 

Tax Estimate

Model Portfolios

Account Aggregation

Color Theme 

Medicare

Does RightFlows integrate with other platforms?

Firm Templates - Super Administrator 

Cash Flows

Retirement Age Goal

Billing 

Creating Multiple Plans

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

Notes 

Logo Sizing 

Annuities

Homeowners Insurance 

Calculator

Modifying Teams 

Disability Summary 

Update your Credit Card 

RightPay

Plan Notes 

Can I send my client an invitation outside of RightCapital?

What role can assign roles with the Team section? 

Income, Saving, Expenses - Blueprint 

Tax Strategies

Liquidity

Primary Home

Firm Oversight - Super Administrator 

Where can I create and apply planning access templates?

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

Tax Analyzer

Retirement Living Expense Goal

Budget

Education Savings Accounts

Marking Plans Private 

Education Saving Accounts

Business Assets

Where can I find more details on each Snapshot item?

Tasks

Estate

Global Inflation Assumptions 

Tax Assumptions

Disability Insurance Analysis 

Where can I see cash inflows and cash outflows based on my data entry?

Auto Insurance 

Life Insurance Analysis

Calculator 

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

Analyze Investment Holdings