Firm Level RightIntel

Explore Firm Level Analytics With RightIntel

Firm-Level RightIntel is a centralized business intelligence dashboard that transforms firm-wide data into impactful visual insights, helping you deliver greater value to each client. It can be accessed through the Advisor Portal by navigating to Admin > RightIntel.

The Firm Level RightIntel Dashboard is available for the Super Administrator(s) of the firm.

Dashboard

Accessible from the Advisor Portal, the RightIntel Dashboard allows Advisors to view key metrics about clients entered in RightCapital. Values will be updated each day.

Add, Remove, & Reorder

The top three widgets (Total number of advisors Total Invested assets, & Managed asset percentage) are static and cannot be removed or reordered. The remaining charts and tables can be removed, added or re-ordered through the drag and drop feature:

To remove additional widgets, hover your mouse over the tile until the "x" icon appears in the upper right corner. Then click "x" followed by "Delete". Widgets that have been removed, can be re-added by clicking the blue "add" button in the upper right corner of the RightIntel dashboard:

Available Widgets

Total number of advisors
Total invested assets
Managed asset percentage
Top advisors by assets under management
Top advisors by net worth
Top clients by net worth
Total invested assets by account type
Top advisors by # of households
Top advisors by # of logins
Top clients by cash balance
Client demographics - employment
Client demographics - age

Advisor Overview

The Advisor Overview section consolidates usage and assets.

Usage

Highlights:

Advisor Name
Email
# of Clients
Last Login
# of Logins
Last Report Generated

Assets

Highlights:

Advisor Name
# of Clients
Net Worth
Invested Assets
Assets Held Away
Cash Balance

Opportunities

The Opportunities tab includes various tables with client data that advisors can utilize to look for opportunities within their business. There are individual tabs for Cash, Assets Held Away, Debt and Insurance.

Cash

The Cash tab helps you quickly identify clients who have available cash to reinvest or those who may benefit from increasing their cash reserves. It displays each client's current cash holdings and changes to those balances.

Assets Held Away

The Assets Held Away tab gives you a clear view of accounts your clients have invested outside your management, offering opportunities to bring those assets under your oversight. It shows the total value of these external investments, along with account types and current balances.

You can indicate that an investment is actively managed by checking off the 'managed' box within the investment, located under the client's Profile > Net Worth tab:

Debt

The Debt tab consolidates all client loan information across the firm, making it easy to identify clients who may benefit from refinancing or debt consolidation. It displays each loan's balance and interest rate, giving you a comprehensive view of their debt profile.

Insurance

The Insurance tab shows active term and disability insurance policies for each client across the firm. You can also filter the list to view policies that expire this year or next.