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Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Life Insurance

Disability

Download Notes to a CSV File 

Tax Allocation

Analysis

Firm Level Inflation Assumptions - Super Administrator 

Stress Test

Long Term Care

Including Notes in the Report 

Firm Asset Returns - Super Administrator 

RightFlows

Holdings

Colors on PDF Report Cover Page 

Debt

Client Access

Planning Access

Property and Casualty

Invitation Email Template 

Net Worth - Blueprint 

Social Security

Snapshot

How do I know when my client has received and accepted their invitation?

RightIntel

What is the difference between a Task Template and a Workflow?

Net Worth

Customizing Text in Notes 

Firm Models - Super Administrator 

Student Loan

Color Theme 

How do I model the sale of a property?

Firm Templates - Super Administrator 

Stock Plans

How often does the RightIntel > Dashboard refresh? 

Does RightFlows integrate with other platforms?

Balance Sheet

Vesting Schedules

Goals - Blueprint 

Advisor Notes 

Model Portfolios

Teams 

Tax Estimate

Medicare

Account Aggregation

Can I rearrange the order of the planning modules?

Client Onboarding

RightPay

Why don't I see the option to add income or expenses within the data entry?

Notes 

Update your Credit Card 

Annuities

Disability Summary 

Cash Flows

Where can I create and apply planning access templates?

Creating Multiple Plans

What is the difference between "Step Activation" and "Workflow Start"?

Firm Oversight - Super Administrator 

Logo Sizing 

Retirement Age Goal

Liquidity

Homeowners Insurance 

Modifying Teams 

Calculator

Can I send my client an invitation outside of RightCapital?

Billing 

Income, Saving, Expenses - Blueprint 

What role can assign roles with the Team section? 

Tax Strategies

Primary Home

Plan Notes 

Budget

Modifying Existing Items - Blueprint 

Trust Owned Assets

Where can I find more details on each Snapshot item?

Tasks

Disability Overview Client and Co-Client 

Estate

After-Tax 401(k) Contributions

Disability Insurance Analysis 

Insurance Policies

Customization

Life Insurance Analysis

Long-Term Care Insurance Analysis

Asset Return

Asset Return Assumptions 

Retirement Living Expense Goal

Report

To modify a team, search for the team name in the list on the left. Click on the team name to edit its members, roles, or name on the right.