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

Retirement Age Goal

Disability

Documents

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

Long-Term Care

Retirement Living Expense Goal

Tax Estimate

Debt

Creating a Budget - Budget Analysis

Access the Budget Analysis

Run a Life Insurance Analysis

Cash Balance Pension Savings

Using Account Aggregation

Analyze a Client's Asset Allocation

Asset Location Strategy

Roth 401(k) Savings

Tax Strategies

Estate Analysis

Life Insurance Analysis

State and Local Tax

Run an LTC Insurance Analysis

Tax Assumptions

Analyze a Client's Tax Estimate

Marketing & Prospecting Home

Maps - Cash Flows

Risk

Flow Tab - Estate Analysis

Traditional / Roth IRA

Navigate the Cash Flow Tables

Estate Checklist & Beneficiaries

Roth IRA Savings

Add Extra Debt Payments

Add Medical Expenses

Choose a Tax Filing Status

Summary Tab - Life Insurance

Individual Client Methodology

Enter AUM Fees

PreciseFP

Enter Pre-Retirement Living Expenses

Enter Local Taxes

Use the Detailed Expense Worksheet

Traditional IRA Savings

Retirement Health Care Costs

Dashboard

Misc Assumptions

Methodology

401(k) Savings

Altruist

Property

Portfolios

Add a Model Portfolio

Client List

Analysis 

Summary Tab - Budget Analysis

Add a New Retirement Spending Strategy

Create a Custom Return Scenario

403(b) Savings

Investment

Create a Custom Vesting Schedule

Clients

Client Presets

Access the Notification Center

Annuities

Insurance Policies

Add a Workflow

Support

Visualize a Client's Allocation Path

Asset Return Assumptions

Retirement Analysis

Report Customization

Salary Income

Comparison Tab - Social Security Module

SEP IRA Savings

Use Report Templates

Add a Loan

Summary Tab - Cash Flows

Summary Tab - Risk Analysis 

Retirement Spending Strategies

Access the Balance Sheet

Client Groups

Security Assessments and Compliance

Tax and Fees

Deferred Compensation Savings

Bank Accounts

View a Client's Transactions

Asset Return

Use the Liquidity Analysis

Snapshot

Customize the Snapshot

Family Profile

Annuity Models

Investment Module

Add a Task

Click the play button below for a step-by-step tutorial on 

Set a Glide Path Grading Schedule