RightExpress Templates

Templates allow you to save a particular Express plan layout for quick and easy use in the future. Utilizing Express templates is a great way to create efficiency and consistency in your financial plans.

Creating a RightExpress Template

To add a RightExpress Template, navigate to the Advisor Portal > Templates > Express tab. Your Templates tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.
Once here, click the blue '+ New Template' button to create a new, blank slate template.

Modify a RightExpress Template

After being saved, RightExpress templates can be modified within the Advisor Portal > Templates > Express tab. In this area, you will find a dropdown menu in the upper left to select specific templates and make any necessary modifications:


Templates can be renamed, copied, and deleted by clicking the '...' icon to the right of the template name. Be sure to click Save after making any changes.

Apply a RightExpress Template

To apply a RightExpress template, head to the Advisor Portal > Client Settings > Household Groups > Edit.
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