Training Videos

Need a more in-depth tutorial? This article includes informative videos created to help you understand the features and benefits of RightCapital.

Advisor Portal

Module Overviews

Clients (6:31)
Clients (6:31)
RightIntel (6:45)
RightIntel (6:45)
RightFlows (7:53)
RightFlows (7:53)
Risk (9:09)
Risk (9:09)
Models > Portfolios (3:47)
Models > Portfolios (3:47)
Models > Glide (4:16)
Models > Glide (4:16)

Settings & Assumptions

Client Presets (15:05)
Client Presets (15:05)
Branding (3:50)
Branding (3:50)
Assumptions (7:35)
Assumptions (7:35)
Asset Classes (6:17)
Asset Classes (6:17)

Client Portal

Profile (Data Entry)

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)

Module Overviews

Dashboard Module (6:42)
Dashboard Module (6:42)
Investment Module (4:50)
Investment Module (4:50)
Retirement > Analysis (6:49)
Retirement > Analysis (6:49)
Retirement > Stress Test (4:02)
Retirement > Stress Test (4:02)
Retirement > Social Security (6:00)
Retirement > Social Security (6:00)
Retirement > Medicare (3:21)
Retirement > Medicare (3:21)

Settings & Assumptions

Gear Icon > Reports (3:28)
Gear Icon > 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!