Top clients by logins - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Dashboard tab, the "Top clients by logins" widget will populate a list of the top four clients that have logged into their financial plan the most times:
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!