Households per risk category - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Summary tab, the Households per risk category widget will provide you with a breakdown of household risk categories across your entire book of business. Hover your mouse over the pie chart to see what percentage of your households fall into each of your custom risk categories.

Please note that this widget is only available for premium and platinum RightCapital subscribers with Risk enabled.

For additional assistance within RightCapital please contact our Support team.

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