As someone set up with a RightCapital "Assistant" login, you can work with clients for any advisor you are affiliated with.
With an assistant license, you can:
Create new clients for an advisor
Review and update information for any client for the advisor
Change asset allocation assumptions for the advisor
Create models for the advisor, including allocation models and scenarios
With an assistant license, you are unable to:
Add clients under your own personal account
- Update advisor’s personal information or branding
Creating Client Plans as an Assistant
For more information on creating client plans as an Assistant, click here.
