Training Videos

Need a quick tutorial? This article includes short, informative, videos created to help you understand the features and benefits of RightCapital.

Profile

Profile Overview (10:13)
Profile Overview (10:13)
Step 1: Family (3:14)
Step 1: Family (3:14)
Step 2: Income (4:17)
Step 2: Income (4:17)
Step 3: Savings (8:09)
Step 3: Savings (8:09)
Step 4: Net Worth (6:37)
Step 4: Net Worth (6:37)
Step 5: Expenses (4:21)
Step 5: Expenses (4:21)
Step 6: Goals (6:08)
Step 6: Goals (6:08)

Advisor Portal

Client Presets (15:05)
Client Presets (15:05)
Branding (3:50)
Branding (3:50)
Assumptions (6:16)
Assumptions (6:16)
Asset Classes (6:17)
Asset Classes (6:17)

Dashboard

Dashboard Module (6:42)
Dashboard Module (6:42)

Investment

Investment Module (4:50)
Investment Module (4:50)

Retirement

Retirement Analysis (6:49)
Retirement Analysis (6:49)
Stress Test (4:02)
Stress Test (4:02)
Social Security (3:36)
Social Security (3:36)
Medicare Analysis (3:21)
Medicare Analysis (3:21)
Cash Flow Analysis (5:56)
Cash Flow Analysis (5:56)

Insurance

Life Insurance Analysis (5:27)
Life Insurance Analysis (5:27)
Long Term Care (3:23)
Long Term Care (3:23)

Education

Education Module (3:42)
Education Module (3:42)

Tax

Tax Planning Module (5:24)
Tax Planning Module (5:24)

Estate

Estate Module (3:42)
Estate Module (3:42)

Reports

Generating Reports (3:28)
Generating Reports (3:28)
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

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

RightCapital in Action

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