For additional assistance within RightCapital please contact our Support team.

Contact Us 

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

Educational Webinars 

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!

RightCapital in Action 

Footer

Life Insurance

Disability

Retirement Age Goal

Tax Estimate

401(k)/403(b)/457(b)

Documents

Retirement Living Expense Goal

Long-Term Care

Enter Local Taxes

Enter Pre-Retirement Living Expenses

Use the Detailed Expense Worksheet

Misc Assumptions

State and Local Tax

Access the Budget Analysis

Estate Analysis

401(k) Savings

Asset Location Strategy

Tax Strategies

Flow Tab - Estate Analysis

Individual Client Methodology

Methodology

Estate Checklist & Beneficiaries

Run an LTC Insurance Analysis

Summary Tab - Life Insurance

Risk

Navigate the Cash Flow Tables

Retirement Health Care Costs

Debt

Life Insurance Analysis

Tax Assumptions

Run a Life Insurance Analysis

Analyze a Client's Tax Estimate

Analyze a Client's Asset Allocation

Dashboard

Using Account Aggregation

Cash Balance Pension Savings

Creating a Budget - Budget Analysis

Traditional IRA Savings

Marketing & Prospecting Home

Maps - Cash Flows

Roth IRA Savings

PreciseFP

Traditional / Roth IRA

Roth 401(k) Savings

Add Extra Debt Payments

Add Medical Expenses

Choose a Tax Filing Status

Enter AUM Fees

Security Assessments and Compliance

Addepar

Customize the Protection Need

Married Filing Separately

How-To Videos 

Add a Loan

Student Loans Overview 

Visualize a Client's Allocation Path

Add an Investment Account

Strategy Tab - Debt Module

Propose a Debt Payment Strategy

Generate a Report

Use Account Aggregation

Budget Analysis

Use Cash Flow Maps

Add a Proposed Plan

Add a Salary

Find the Marginal Tax Rate

Training Videos

Summary Tab - Risk Analysis 

Salary Income

Open a Client's Vault

Family

Add Additional Family Members

Choose a Resident State

Remove a Co-Client

Bank Accounts

Summary Tab - Cash Flows

Model Portfolios

Investment

Insurance Policies

Impact of Planning Method

Annuities

Action Items - Life Insurance

Investment Accounts

Comparison Tab - Estate Analysis

Loans

Client List

Change your email address

Other Assets

Property

Customizing the Snapshot

Snapshot

403(b) Savings

Comparison Tab - Social Security Module

Set a Liquidity Target

Summary Tab - Budget Analysis

Click the play button below for a detailed overview of the 

Social Security Optimization Module