Your global asset return assumptions (as set in the Assumptions tab of the Advisor Portal) will be used as a starting point whenever you create a new household in RightCapital. However, within the Gear Icon > Settings > Return Assumptions tab of each client plan, you can choose to change the return assumptions for just that individual plan. Making changes to return assumptions here will not impact your global assumptions or any of your other financial plans:
You can choose to implement a different return assumption preset within that client plan, or to customize the assumptions manually. You can toggle back to the global assumptions at any time by selecting the 'Global Assumptions' option from the dropdown in the upper right.
When using the Customized Assumptions option, be sure to click the Save button in the lower right of the page after making your selections to lock in your client-specific return assumptions:
