Client groups can be utilized in a number of places within RightCapital to streamline your day-to-day planning processes. Groups can be created and customized in the Client Settings > Client Groups tab of your Advisor Portal.
Client List
Within the Advisor Portal > Clients tab, you can use the filter above the client list on the left side of the page to isolate households within a specific client group:
Tasks & Templates
When creating Tasks and applying Templates in your Advisor Portal, you will be able to select one or more client groups in addition to individual client households. This makes quick and easy work of assigning specific tasks or applying specific templates to entire groups of clients at once:
Additional Areas
RightIntel
Filter by client group within the Client Overview and Opportunities tabs of RightIntel:
Risk
Filter by client group within the Summary > Household tab of Risk:
Vault
Filter by client group within the Advisor Portal Vault:
