Within the Advisor Portal > RightIntel > Dashboard tab, the total invested assets will add all manually added and linked accounts within clients' Net Worth, under the investment category. This amount includes sample clients. Values will be updated each day with the previous night's closing value.
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!
