Total number of clients - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Dashboard tab, the total number of clients will list the amount of clients in all client groups within the Advisor Portal > Clients Tab > Client List. This amount includes sample clients.
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!