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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

Download Notes to a CSV File 

Tax Allocation

Firm Level Inflation Assumptions - Super Administrator 

Disability

Analysis

Planning Access

Client Access

RightFlows

Holdings

Stress Test

Including Notes in the Report 

Firm Asset Returns - Super Administrator 

Account Preferences

Debt

Long Term Care

Student Loan

Customizing Text in Notes 

Social Security

Property and Casualty

Snapshot

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

Net Worth - Blueprint 

RightIntel

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

Net Worth

Firm Models - Super Administrator 

Colors on PDF Report Cover Page 

Invitation Email Template 

Stock Plans

Model Portfolios

Tax Estimate

Does RightFlows integrate with other platforms?

Account Aggregation

Firm Templates - Super Administrator 

How often does the RightIntel > Dashboard refresh? 

Goals - Blueprint 

How do I model the sale of a property?

Medicare

Vesting Schedules

Advisor Notes 

Teams 

Balance Sheet

Client Onboarding

Can I rearrange the order of the planning modules?

Billing 

Update your Credit Card 

Creating Multiple Plans

Retirement Age Goal

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

Cash Flows

Tax Strategies

Business

Homeowners Insurance 

Notes 

What role can assign roles with the Team section? 

Liquidity

Plan Notes 

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

Firm Oversight - Super Administrator 

Zocks

RightPay

Where can I create and apply planning access templates?

Can I send my client an invitation outside of RightCapital?

Annuities

Disability Summary 

Primary Home

How can I update portfolio turnover?

Color Theme 

Income, Saving, Expenses - Blueprint 

Modifying Teams 

Budget

Account Assumptions

Stress Test 

Where can I find more details on each Snapshot item?

Tasks

Auto Insurance 

Estate

Long-Term Care

Disability Insurance Analysis 

Life Insurance Analysis

Long-Term Care Insurance Analysis

Jump 

Income

The Branded login URL is a link that clients can use to login to their RightCapital account after it has been created. The login screen will display your logo and color theme. The Branded Login URL can be sent to clients after they have created their RightCapital login. 

Embed this link on your website and send it to clients via email. If a client has not started their account,

Branded Login Page 