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Asset Allocation

Allocation Path

Risk

Firm Level Risk - Super Administrator 

Sector and Style

Firm Level Misc. Assumptions - Super Administrator 

Life Insurance

Concentration

Download Notes to a CSV File 

Tax Allocation

Firm Level Inflation Assumptions - Super Administrator 

Disability

Analysis

Client Access

Debt

Firm Asset Returns - Super Administrator 

RightFlows

Planning Access

Long Term Care

Stress Test

Including Notes in the Report 

Holdings

Account Preferences

Customizing Text in Notes 

Snapshot

Social Security

Colors on PDF Report Cover Page 

Net Worth - Blueprint 

Firm Models - Super Administrator 

Net Worth

Property and Casualty

RightIntel

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

Student Loan

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

Tax Estimate

How often does the RightIntel > Dashboard refresh? 

Balance Sheet

Stock Plans

Invitation Email Template 

Firm Templates - Super Administrator 

Teams 

Can I rearrange the order of the planning modules?

Vesting Schedules

Medicare

Goals - Blueprint 

Advisor Notes 

Model Portfolios

Client Onboarding

Account Aggregation

How do I model the sale of a property?

Does RightFlows integrate with other platforms?

Plan Notes 

Annuities

Firm Oversight - Super Administrator 

What role can assign roles with the Team section? 

Retirement Age Goal

RightPay

Billing 

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

Disability Summary 

Modifying Teams 

Can I send my client an invitation outside of RightCapital?

Creating Multiple Plans

Where can I create and apply planning access templates?

Update your Credit Card 

Income, Saving, Expenses - Blueprint 

Cash Flows

Calculator

Primary Home

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

Notes 

How can I update portfolio turnover?

Color Theme 

Tax Strategies

Homeowners Insurance 

Liquidity

Assistant License Overview 

Jump 

Investment and Vacation Properties

Where can I find more details on each Snapshot item?

Why don't I see the Onboarding tab for all of my clients?

Loans

Disability Overview Client and Co-Client 

Action Items

If I prevent my client from being able to update Profile information, can they still Link Accounts?

Stress Test 

Insurance Policies

Marking Plans Private 

Client Permissions 

Where can I see cash inflows and cash outflows based on my data entry?

Generate detailed reports for each Express module, providing immediate value to prospects through a preliminary financial plan. 

Express Reports