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

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RightCapital in Action 

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Documents

State and Local Tax

Annuities

Stress Test Action Items 

Debt

Profile Overiew

PreciseFP

Marketing & Prospecting Home

FAQ: Stress Test 

Risk

RightFlows Templates and Groups

Non-Married Filing Single

Married Filing Separately

Student Loans Overview 

Dashboard Tab - RightIntel

Strategy Tab - Debt Module

Personal Info Tab - Clients

Model Portfolios

Expenses

Family Profile

Overview 

Goals

Investment Module

Summary Tab - Risk Module

Summary Tab - Risk Analysis 

Add a New Client

Client Experience Overview 

Pre-retirement Living Expenses

Modeling Pension Options in a Financial Plan

Clients

Open a Client's Vault

Life Insurance Analysis

Client Presets

Client Groups

Allow Clients to Add/Edit Tasks

Update Client Notification Presets

Customizing the Snapshot

Net Worth

Snapshot

Set a Liquidity Target

Add an Investment Account

Update Default Methodology Settings

Dashboard

Savings

Add a Client Group

Creating Multiple Proposed Plans

Action Items

Salary Income

Update Global Return Assumptions

Report Templates 

Current Tab - Balance Sheet

Portfolios

Annuity Models

Share Vault Documents with Multiple Clients

Add a Proposed Plan

Bank Accounts

Add a Loan

Dashboard 

Glide Paths

Inflation Assumptions

Client Permissions

Generate a Report

Advisor Portal 

Insurance Policies

Medical Expense

Propose a Debt Payment Strategy

Marketing & Prospecting Flyers

Training Videos

Add a Salary

Tax Estimate and Simplified Form 1040

Shared Folder - Vault

Add a Task

Asset Return Assumptions

Asset Return

Use Account Aggregation

Customize the Snapshot

SECURE Act 2.0

Help Center Home 

Use the Liquidity Analysis

Investment Accounts

Model a Primary Home Relocation

Access the Balance Sheet

Comparison Tab - Social Security Module

How-To Videos 

Retirement Spending Strategies

Tax and Fees

Propose an Annuity Purchase

Use Report Templates

Support

You can change an individual household's 

 tab, selecting the household from your client list, and scrolling down to the bottom of their 

Grouping Clients

Change a Household's Client Group