Notable trends in the finance industry have clients embracing virtual interactions while demanding personalized, relevant, and timely interactions. RightCapital's notification center keeps you informed of key events for each client and facilitates your ability to deliver an unmatched client experience.
Accessing the Notification Center
To access the notification center in RightCapital, click the Bell icon in the upper right corner of your Advisor Portal.
Notifications Tab
The Notifications tab will populate with all notifications that you have opted to 'Include in notification center' within your Notification Settings. This page organizes these alerts by date, and can be filtered by client or category for easy prioritization.
The notification categories include:
- Client onboarding: Receive notifications when a client signs up via an invitation link, when a client signs up via the Leads URL, or when a client completes the initial data entry.
- Client activity: Receive notifications when a client updates Profile information (Family, Income, Savings, Net Worth, Expenses, Goals)
- Client task: Receive notifications when clients complete or update Tasks.
- Vault activity: Receive notifications when clients upload or download files from the shared folder of the Vault.
- My task - new: Receive notifications when new tasks are assigned to you, the advisor.
- My task - due soon: Receive notifications for upcoming tasks (today, in one week, or in two weeks) that are assigned to you.
- My task - overdue: Receive notifications for overdue tasks (one week overdue or one month overdue) that are assigned to you.
- RightIntel alert (premium and platinum subscribers only): Receive notifications for RightIntel key events.
- Risk assessment (premium and platinum subscribers only): Receive notifications when clients complete Risk Questionnaires.
Notification Settings
Settings for Notifications can be adjusted under the Gear icon > Account > Notifications tab.
