Within the Advisor Portal settings (represented by the "gear" icon), the Account tab contains several important pages that will impact your in-software branding, report cover pages, and more. These areas are Profile, Preferences, and Customization. Reviewing each of these areas only takes a handful of minutes, and is an important step in setting up your RightCapital account:
The Profile tab is where you will input details such as your name, certifications, and firm info. This information will populate on the cover page of PDF reports that you generate for clients. 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.
When making updates to your profile information, remember to click the Save button in the lower right corner of the page to save your changes!
You will also be able to add an additional report disclosure, if needed for compliance purposes. There is no character limit, and this field will automatically expand to fit additional text. 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.
At the bottom of the page, you will find your RightCapital Leads URL. This link is unique to your account, and allows prospects or new clients to create their own accounts within your RightCapital client list and access some of the basic tools:
To learn more about the RightCapital Leads URL, please feel free to reference the article linked below:
Checking the setting labeled "Do not automatically list my clients on Advisor Portal > Clients page" will hide your client list by default. Rather than displaying a full list of all of your clients within the Advisor Portal > Clients tab, checking this setting will instead create a searchable list that can pull up households without exposing additional client details from your book of business.
For a quick video tutorial that shows the impact of this setting, click here.
Checking the setting labeled "BCC me on all client communications" will automatically BCC (blind carbon copy) you on all client communications sent from RightCapital on your behalf. This includes client invitation emails, task reminders, and emails concerning RightPay subscriptions.
Checking the setting labeled "Default new tasks to 'not visible' to the client" will change the default visibility for new Tasks, causing them to be set to 'not visible' as a starting point rather than 'visible'. This setting is unchecked by default.
Checking the setting labeled "Default new notes to 'not shared' with the client" will change the default visibility for new Notes, causing them to be set to 'not shared' as a starting point rather than 'shared'. This setting is unchecked by default.
Checking the setting labeled "Create a College goal when a Child is added" will automatically create a College goal card in the Profile > Goals area when a child is added within the Family Profile. This setting is checked by default.
Checking the setting labeled "Mark managed accounts for the balance sheet details" will add a visual indicator to invested assets in the Balance Sheet that are marked as "managed". This setting is unchecked by default.
The Customization tab is your opportunity to update the logo, color scheme, and invitation email templates in RightCapital to align with your firm's unique identity. This can go a long way in creating a consistent, branded experience for your clients, in software, in emails, as well as in their PDF reports.
You can upload your firm's logo by hovering your mouse over the "Positive Logo" tile on the left, and clicking the Upload button. This will open a new window in the center of your screen, where you can either...
Drag and drop your logo file into the window
Choose the file from your computer's hard drive
Select a file from one of several file storage services
Once uploaded, your firm's logowill replace the RightCapital logo in the upper left corner of the software. It will also replace the RightCapital logo on the cover page of all PDF reports that you generate going forward.
Positive Logo vs. Negative Logo
If you are using white (or a very light color) as the primary color within the Color Theme area, the Positive Logo will be used everywhere that a logo appears. This includes:
PDF report cover page
Upper left corner of the software
Invitation and notification emails
Branded login page
Uploading a Negative Logo is only necessary if you choose to use a dark primary color. When using a dark primary color, RightCapital will automatically switch over to the negative logo everywhere expect for the PDF report cover page. Typically, the negative logo works best when it has a transparent background:
The Color Theme is an additional layer of customization that alters the colors displayed in the software, PDF reports, and emails. If you want your colors to better align with your firm's logo and unique branding, this can be a valuable tool.
The primary color corresponds with the software's upper menu bar, and the secondary color corresponds with the lower menu bar. Click the # to the left of the HEX code to select your preferred color from a color palette. You'll be able to see what your changes look like in the Client Preview, before clicking Save to lock in your changes:
If you know exactly what colors you want to use, you can:
Type or paste the HEX code for that color into the text box
Use the color dropper within the # palette to copy any color on your screen
The Branded Login Page URL, found between the logos and the color theme, will take you to a RightCapital login screen that uses your custom logo and color theme. If you plan to invite clients to access their RightCapital plans, you can embed this link on your website or send it to clients after they have created their account. This will ensure that they see your custom branding on the login page, rather than RightCapital's branding:
Near the bottom of the Customization tab, you'll find the Invitation email template area. This is where you can make changes to the email invitation that will be sent to clients when you invite them to access their financial plans:
The first template, labeled "Email sent to clients where the data entry template is complete" is what will be sent to clients who are invited after completing the initial data entry process.
The second template, labeled "Email sent to clients who can still access the data entry template", is what will be sent to clients who are invited while the initial data entry process is still in progress.
You can update the content of each email template, as well as the subject, title, and button caption. After clicking Save in the lower right, these changes will be reflected in all email invitations that are sent going forward:
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