Within the Advisor Portal > RightIntel > Dashboard tab, the client demographics - age chart will display the percentage of clients that are within each age demographic. The average age of all of your clients will be displayed in the center of the pie chart. Hover your mouse over different portions of the pie chart to see specific percentages for each age range.
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!
