Assistant License Overview

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

• Delete client plans for an advisor

With an assistant license, you are unable to:

• Add clients under your own personal account

• Update advisor’s personal information or branding
  

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