Many clients love the feeling of warm paper in their hands, but crafting high-quality reports can be time-consuming. RightCapital has you covered, with easy-to-produce reports that are both high quality and easy to print on demand.
To generate a report in RightCapital, open a client plan and navigate to the Gear Icon > Report tab. On this page, you will find a checklist of every module and tab within the client plan:
Check the boxes next to the areas that you would like to include in the report. Clicking a bolded header will automatically select all the sub-sections; selecting an item that is unbolded will only include that one tab.
After making your selections, scroll down and click the Download selected pages button in the lower left. This will generate the report as a PDF file, which can be opened and printed using your standard PDF software:
Pro Tip
With the high degree of customization available in RightCapital, only print what your client wants to see. Too much information can sometimes interfere with clear communication.
When creating a report, you have the ability to re-order pages & planning modules to provide tailor-made planning for each client. Within the Gear Icon > Report area, you can drag-and-drop specific tabs or entire modules to customize the order of the PDF that will be generated:
If you plan on including additional documents (from outside RightCapital) within your report, you can turn off the page numbers using the checkbox at the bottom of the page. This allows for more seamless integration of additional pages and outside documents:
Within the Gear Icon > Report tab, you will see certain sections that are underlined. These are areas that can be clicked into, allowing for further customization. These sections are the Cash Flows, the Retirement Analysis, the Blueprint, the Risk Analysis, and the Tax Strategies module.
Cash Flows
Click on the Cash Flows hyperlink to open a drawer on the right of your screen, allowing you to select which cash flow tables you would like included in your PDF report:
To compare cash flows for multiple plans within a single PDF report, toggle on the "Select Plans" button near the bottom of this drawer. This will allow you to individually choose one or more of your proposals for that household. All plans selected will have their specified cash flow pages included in the report.
Retirement Analysis
Click on the Analysis hyperlink to open a drawer on the right of your screen, allowing you to select which Retirement Analysis pages you would like included in your PDF report:
In addition to the page selection, you have the ability to include or exclude "proposed plans" from the Retirement > Analysis > Probability tab by using the "Select plans" button. This allows you to select multiple plans to include, or focus on just a single plan within the PDF report.
Blueprint Customization
Click on the Blueprint hyperlink to open a drawer on the right of your screen, allowing you to select which Blueprint pages you would like included in your PDF report:
Risk Customization
Click on the Risk hyperlink to open a drawer on the right of your screen, allowing you to select which Risk Analysis pages you would like included in your PDF report:
In addition to the page selection, you have the ability to include completed questionnaires by using the "Include questionnaires" button.
Tax Strategies Customization
Click on the Tax Strategies hyperlink to open a drawer on the right of your screen, allowing you to select which Tax Strategies pages you would like included in your PDF report:
Savings reports directly to a client's Vault is quick and easy. After making your report selections, scroll down to the bottom of the page and click the downward facing arrow to the right of the 'Download Selected Pages' button. This will reveal an additional option to 'Download and Save to Vault':
Choosing this option will still generate and download a PDF file to your computer, but a copy of the same file will also be uploaded automatically to the Shared Folder of the client's Vault. A folder named 'Reports' will be automatically generated and pinned at the top of the Shared Folder, within which the report will be saved:
If your client has been invited to access their RightCapital plan, they can log into their client portal to access the shared folder of their vault. This makes easy work of sharing reports with clients, directly within their RightCapital plan.
Saving reports directly to the Vault can also be utilized as a way to create backups of each report you create. The date each report was generated will be plainly visible both on the cover page of the report, as well as within the name of the file itself.
To change how your name and firm name are displayed on the cover page of your reports, navigate to the Gear Icon > Account > Profile tab of the Advisor Portal:
This area allows you to update several crucial pieces of information that will feed into the cover page of your PDF reports:
Phone number
Firm name
Address (Street, City, State, and ZIP)
Report Cover Display Name
Please reference the screenshot below to see where each piece of information will populate on the cover page of your PDF reports.
If you would prefer to omit some of this information, all of these fields are optional with the exception of the Firm Name. Leaving these fields blank within the Profile tab will cause them not to appear on your report cover page:
To access these customization settings, navigate to Gear Icon > Account > Customization tab of the Advisor Portal:
Customized Brand Logo Availability
Trial
Basic
Premium
Platinum
Install your logo(s)
Most advisors simply upload one logo in the Positive Logo field on the left. This will display your logo across the RightCapital experience, including the report cover page. To upload a logo, hover your cursor over the logo space and click the “cloud” icon. A window will appear, allowing you to:
Drag and drop a file directly into the window
Click Pick files from your computer, or
Upload directly from Google Drive, Dropbox, Evernote, OneDrive, or Box:
Logo Sizing
The best ratio is 5:1 (width: height), and the best dimensions are 1920px by 384px. For more information on uploading logos in RightCapital, please see our article on Custom Branding.
Color Theme and Design
By default, the report cover page will include a geometric design on the right side of the page, with colors that match your chosen color theme. You can customize the colors used by this design, or you can remove this design from the cover page entirely.
The color theme can be customized in the Customization tab, beneath the logo and branded login URL. The colors you select here will be used in-software, as well as within the report cover page design. Click # to the left of the HEX code to select the preferred color from a color palette, or enter a specific HEX color code into the box provided. If you aren't certain of a certain color's HEX code, you can use the color dropper to immediately identify and apply a specific color:
To remove the cover page design from the PDF report, you can select "Do not include colors" within the Colors on PDF report cover page dropdown, to the right of primary and secondary color selections:
To add a custom disclosure to your PDF reports, navigate to the Gear Icon > Account > Profile tab of the Advisor Portal:
The Report Disclosure field will be listed at the bottom of the Profile tab, above the RightCapital Leads URL. There is no character limit, and this field will automatically expand to fit additional text. Advisors with the team sharing feature will have the option to "Use a firm setting" or "Use my own":
Your custom disclosure will be included on the final page(s) of the report, after the 9-point disclosure that is included in every RightCapital report.
For additional information regarding report generation in RightCapital, please don't hesitate to contact the RightCapital Support Team.
Contact Us
For additional assistance within RightCapital please contact our Support team.
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