Total Number of Households Per Group - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Summary tab, the total number of households per group list will detail the number of households found within each household group. Household groups can be created or adjusted within the Advisor Portal > Three Dots (More Menu) > Client Settings > Household groups tab. Click here for more information.
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!