Advisors can access the Notification Center in RightCapital by clicking the Bell icon in the upper right corner of the Advisor Portal. Here you can opt into receiving notifications in software, as part of a daily report email, or via direct notification emails:
Onboarding notifications are received when a client signs up for their portal using an invitation link, when a client signs up via the Leads URL, or when a client completes the initial data entry:
Vault activities notifications are received when clients upload or download files to the shared folder of the Vault:
Risk assessment notifications are received when clients complete Risk Questionnaires. This notification setting is only available for premium and platinum subscribers with Risk enabled.
Client activities notifications are received when clients complete/update Tasks, and when clients update Profile 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.
My tasks notifications are received when tasks are 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.
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
