Notable trends in the finance industry have clients embracing virtual interactions while demanding personalized, relevant, and timely interactions. RightCapital's notification center keeps you informed of key events for each client and facilitates your ability to deliver an unmatched client experience.
Accessing the Notification Center
To access the notification center in RightCapital, click the 🔔 Bell icon in the upper right corner of your Advisor Portal. The notification center consists of two tabs: Notifications and Notification Settings:
Notifications Tab
The Notifications tab will populate with all notifications that you have opted to 'Include in notification center' within your Notification Settings. This page organizes these alerts by date, and can be filtered by client or category for easy prioritization.
The notification categories include:
- Client onboarding: Receive notifications when a client signs up via an invitation link, when a client signs up via the Leads URL, or when a client completes the initial data entry.
- Client activity: Receive notifications when a client updates Profile information (Family, Income, Savings, Net Worth, Expenses, Goals)
- Client task: Receive notifications when clients complete or update Tasks.
- Vault activity: Receive notifications when clients upload or download files from the shared folder of the Vault.
- My task - new: Receive notifications when new tasks are assigned to you, the advisor.
- My task - due soon: Receive notifications for upcoming tasks (today, in one week, or in two weeks) that are assigned to you.
- My task - overdue: Receive notifications for overdue tasks (one week overdue or one month overdue) that are assigned to you.
- RightIntel alert (premium and platinum subscribers only): Receive notifications for RightIntel key events.
- Risk assessment (premium and platinum subscribers only): Receive notifications when clients complete Risk Questionnaires.
Notification Settings Tab
The Notification Settings tab provides you with more control over the notifications you receive from RightCapital. For each notification, you can choose to 'Include in notification center' (the Bell Icon > Notifications tab) and/or 'Include in daily report email.' For select notifications, you can choose to receive dedicated e-mail notifications by checking 'Send notification email':
Daily Report Email
The daily report email is sent starting at 11:00 am EST each day. This email is sent from no-reply@rightcapital.com, and will include all notifications that you have opted to 'Include in daily report email':
For advisors with Team Sharing enabled, each advisor will receive their own daily report email with notifications for their respective clients. Advisors will not receive notifications pertaining to clients listed under other advisors.
Direct Notification Emails
Checking the 'Send notification email' box for select notifications will send a direct notification to your inbox. Like the daily report email, these emails are sent from no-reply@rightcapital.com. Direct emails for Onboarding notifications are sent immediately, while emails for Vault activities are sent within a 10-minute window.
Category Details
Onboarding notifications are received when a client signs up for their portal using an invitation link, when a client signs up via the Leads URL, or when a client completes the initial data entry:
Vault activities notifications are received when clients upload or download files to the shared folder of the Vault:
Risk assessment notifications are received when clients complete Risk Questionnaires. This notification setting is only available for premium and platinum subscribers with Risk enabled.
Client activities notifications are received when clients complete/update Tasks, and when clients update Profile information (Family, Income, Savings, Net Worth, Expenses, Goals):
Client Activities Pro Tip
All client activities within the last 4 weeks can be viewed at any time within the RightIntel > Client Overview > Activities tab.
My tasks notifications are received when tasks are initially assigned to you, when your tasks are due soon, and when your tasks are overdue. You can choose the frequency of notifications for both upcoming tasks (due today, in 1 week, and in 2 weeks) as well as overdue tasks (weekly or monthly):
Advisor vs. Client Task Notifications
These options control your advisor task notifications. To make the default selections for task notifications that your clients will receive, navigate to the Client Settings > Notifications tab.
RightIntel alerts are available for Premium and Platinum subscribers. Key event notifications will notify you when clients reach:
Retirement age
Social Security filing age
Medicare filing age
Age 50 (catch-up contributions)
Age 59.5 (penalty-free withdrawals)
RMD age
