Advisors can access the Notification Settings in RightCapital by heading to the Gear Icon > Account > Notifications tab. Here you can opt into receiving notifications in software, as part of a daily report email, or via direct notification emails:
Tasks notifications are received when tasks are created, completed, updated, initially assigned to you, when your tasks are due soon, and when your tasks are overdue. You can choose the frequency of notifications for both upcoming tasks (due today, in 1 week, and in 2 weeks) as well as overdue tasks (weekly or monthly):
Advisor vs. Client Task Notifications
These options control your advisor task notifications. To make the default selections for task notifications that your clients will receive, navigate to the Client Settings > Notifications tab.
Vault activities notifications are received when clients/advisors upload or download files to the shared folder of the Vault:
RightIntel alerts are available for Premium and Platinum subscribers. Key event notifications will notify you when clients reach:
Retirement age
Social Security filing age
Medicare filing age
Age 50 (catch-up contributions)
Age 59.5 (penalty-free withdrawals)
RMD age
Client actions notifications are received when clients sign up using invitation/lead links, complete/update Tasks, complete onboarding, complete risk assessments, and when clients update their information (Family, Income, Savings, Net Worth, Expenses, Goals):
Client Activities Pro Tip
All client activities within the last 4 weeks can be viewed at any time within the RightIntel > Client Overview > Activities tab.
Workflow notifications are received when workflows are created and completed, or when workflow steps are completed, activated, deleted, or scheduled, and when scheduled workflows are started.
