Help Center Home

Summary Tab - RightIntel

Insights Tab - RightIntel

Total number of households - RightIntel Dashboard

Total invested assets - RightIntel Dashboard

Managed asset percentage - RightIntel Dashboard

Top Households by Net Worth - RightIntel Dashboard

Total Invested Assets By Account Type - RightIntel Dashboard

Total Number of Households Per Group - RightIntel Dashboard

Top Households By Cash Balance - RightIntel Dashboard

Client demographics - age - RightIntel Dashboard

Client demographics - employment - RightIntel Dashboard

Households per risk category - RightIntel Dashboard

Top households by highest debt balance - RightIntel Dashboard

Top households by vault uploads - RightIntel Dashboard

Top households by outstanding tasks - RightIntel Dashboard

Top households by logins - RightIntel Dashboard

Total Number of Households per Module - RightIntel Dashboard

Shared Documents (Advisor Vault)

Mobile Application

Top households by outstanding tasks - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Summary tab, the "Top households by outstanding tasks" widget will populate a list of the top four households that have the most outstanding tasks:

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!