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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

Sector and Style

Firm Level Risk - Super Administrator 

Life Insurance

Firm Level Misc. Assumptions - Super Administrator 

Concentration

Analysis

Download Notes to a CSV File 

Tax Allocation

Disability

Firm Level Inflation Assumptions - Super Administrator 

Client Access

Debt

Account Preferences

Planning Access

Stress Test

Long Term Care

Including Notes in the Report 

RightFlows

Firm Asset Returns - Super Administrator 

Holdings

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

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

RightIntel

Student Loan

Snapshot

Colors on PDF Report Cover Page 

Net Worth

Property and Casualty

Net Worth - Blueprint 

Social Security

Customizing Text in Notes 

Firm Models - Super Administrator 

Vesting Schedules

Firm Templates - Super Administrator 

Advisor Notes 

How do I model the sale of a property?

Goals - Blueprint 

Invitation Email Template 

Model Portfolios

Tax Estimate

Account Aggregation

Does RightFlows integrate with other platforms?

Client Onboarding

How often does the RightIntel > Dashboard refresh? 

Can I rearrange the order of the planning modules?

Medicare

Teams 

Stock Plans

Balance Sheet

Where can I create and apply planning access templates?

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

Primary Home

How can I update portfolio turnover?

Firm Oversight - Super Administrator 

Modifying Teams 

What role can assign roles with the Team section? 

Liquidity

Update your Credit Card 

Billing 

Retirement Age Goal

Notes 

Tax Strategies

Creating Multiple Plans

Color Theme 

Plan Notes 

Disability Summary 

Cash Flows

Can I send my client an invitation outside of RightCapital?

Income, Saving, Expenses - Blueprint 

Annuities

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

RightPay

Calculator

Homeowners Insurance 

Modifying Existing Items - Blueprint 

Business Assets

Global Inflation Assumptions 

Consolidated Billing 

Misc Assumptions 

Can I update my credit card?

Long-Term Care Insurance Analysis

Retirement Healthcare Costs

Long-Term Care

Action Items

Client Groups

Report

Medicare Considerations 

Client Presets 

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

adding pensions as fixed income streams in RightCapital

Add Pension Income