RightCapital's Data Import feature expedites client onboarding and data entry by scanning your plan documents and automatically exporting the details to a financial plan. A number of sources are available for import, allowing advisors to leverage existing records to build full financial plans.
How to Use Data Importing
1
Open RightCapital and click into the °°° (More Menu) > Data Import tab of the Advisor Portal:
2
Use the menu on the left to select the import method of your choice.
3
Select the "Upload" option and attach the form you wish to upload.
4
Once the file has finished uploading, select "Awaiting Review" to review the imported data and select which items should be added to the financial plan. Select "Import" when you are ready to import the data to the financial plan.
5
Each import option also has a corresponding help center article. These articles can be found at the end of the description, and will include additional details on how that integration can be used once it is set up.
Import Options
These are currently the Data Import options available in RightCapital:
- Smart Import: Upload meeting notes and investment holdings to have them reviewed by an AI to import directly to a financial plan.
- eMoney PDF Report: Upload an eMoney PDF report to the software to be analyzed and pull plan details into a new Financial Plan.
- MoneyGuide PDF Report: Upload an eMoney PDF report to the software to be analyzed and pull plan details into a new Financial Plan.
