Accessible from the Advisor Portal, the RightIntel Summary allows Advisors to view key metrics about households entered in RightCapital. Values will be updated each day.
Add, Remove, & Reorder
The top three widgets of each page (Total number of clients, Total number of households signed up with leads link, Total Invested assets, & Managed asset percentage) are static and cannot be removed or reordered. The remaining charts and tables can be removed, added or re-ordered through the drag and drop feature:
To remove additional widgets, hover your mouse over the tile until the three dots icon appears in the upper right corner. Click that symbol followed by "Delete". Widgets that have been removed, can be re-added by clicking the blue "add" button in the upper right corner of the RightIntel dashboard:
Available Widgets
Total number of clients
Total invested assets
Percentage of managed assets
Top households by net worth
Total invested assets by account type
Total number of households per group
Top households by cash balance
Top households by highest debt balance
Household demographics - age
Household demographics - employment
Households per risk category
Top households by vault uploads
Top households by outstanding tasks
Top households by logins
Total number of households per module
Exclude Household Groups
