Adding New Items - Blueprint

Within each tab of the Blueprint module, advisors and clients can add new data entry inputs that will impact the current plan. New data entry items added to the Blueprint module will automatically update within the corresponding profile tabs (Family, Income, Savings, Net Worth, Expenses, & Goals). To add a new item, click the blue add button on the right side of the Blueprint page.

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!