For additional assistance within RightCapital please contact our Support team.

Contact Us 

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

Educational Webinars 

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!

RightCapital in Action 

Footer

Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Concentration

Life Insurance

Firm Level Misc. Assumptions - Super Administrator 

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Download Notes to a CSV File 

Tax Allocation

Disability

Stress Test

Firm Asset Returns - Super Administrator 

Planning Access

Long Term Care

RightFlows

Holdings

Client Access

Including Notes in the Report 

Account Preferences

Debt

Snapshot

Net Worth

Colors on PDF Report Cover Page 

Firm Models - Super Administrator 

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

Property and Casualty

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

Social Security

RightIntel

Net Worth - Blueprint 

Student Loan

Customizing Text in Notes 

Does RightFlows integrate with other platforms?

Vesting Schedules

Stock Plans

Advisor Notes 

Invitation Email Template 

Model Portfolios

Can I rearrange the order of the planning modules?

Client Onboarding

Goals - Blueprint 

How do I model the sale of a property?

Medicare

Account Aggregation

Tax Estimate

Balance Sheet

Teams 

How often does the RightIntel > Dashboard refresh? 

Firm Templates - Super Administrator 

Cash Flows

Calculator

Liquidity

Homeowners Insurance 

Update your Credit Card 

Notes 

Modifying Teams 

RightPay

Annuities

Can I send my client an invitation outside of RightCapital?

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

Tax Strategies

Firm Oversight - Super Administrator 

Retirement Age Goal

Primary Home

Color Theme 

Income, Saving, Expenses - Blueprint 

How can I update portfolio turnover?

Billing 

Plan Notes 

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

Disability Summary 

Where can I create and apply planning access templates?

What role can assign roles with the Team section? 

Creating Multiple Plans

Student Loans

Long-Term Care Insurance Analysis

Account Assumptions

Life Insurance Analysis

Client Groups

Asset Return

Other Assumptions

Disability Insurance Analysis 

Client Permissions 

Customization

Report

Income

Estate

Long-Term Care

Tasks

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

How To Enter Social Security Retirement Income

Enter Social Security Retirement Income