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HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs.CLIENT EXPERIENCE
Client Access. Continue to elevate your client experience by granting access for your clients to have a “financial home base” to see a holistic snapshot at any point, from any internet-connected device. Granting clients access to RightCapital tools. Change client’s password or remove client access. Inviting a client to create theiraccount.
KNOWLEDGE BASE ARTICLES Explore Planning Topics in RightCapital. The following articles are designed to provide an overview of RightCapital topics and explain how outcomes are generated in financial plans. CLIENTS AND ACTIVITIES RightCaptial provides you the tools to organize households by status and track client activity within their financial plan. These tools enhance your ability to prioritize client relationships and identify individuals who can benefit from additional outreach. Organizinghouseholds and
HOW TO CREATE REPORTS How to print a report. Open the client and click on the "More" menu (represented by the ellipsis) and select "Report". Select the elements of the report to include.\ (Clicking a bolded word will automatically select all the sub-sections; selecting an item that is unbolded will only include that one item in addition to anything else selected.) DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. 6 WAYS TO ENGAGE YOUR CLIENTS Here are 6 key areas to think about when trying to engage your clients. 1. Set expectations at the beginning. This may sound basic. And that’s because it is. Sports teams win and lose on mastering the fundamentals, the same is true for you and your clients. Set basic ground rules early so that everyone is on the same page. DATA ENTRY: GLOBAL INFLATION ASSUMPTIONS The inflation assumptions are global variables that can be customized. Inflation assumptions were derived by referencing studies and planning tools from leading financial institutions and industry experts. Historical return data (over the past 40 years) was used to derive the default return assumptions. The inflation assumptions are as follows. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
RIGHTCAPITAL: FINANCIAL PLANNING SOFTWARE Beautifully simple financial planning software for advisors. Financial plan done just right.HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs.CLIENT EXPERIENCE
Client Access. Continue to elevate your client experience by granting access for your clients to have a “financial home base” to see a holistic snapshot at any point, from any internet-connected device. Granting clients access to RightCapital tools. Change client’s password or remove client access. Inviting a client to create theiraccount.
KNOWLEDGE BASE ARTICLES Explore Planning Topics in RightCapital. The following articles are designed to provide an overview of RightCapital topics and explain how outcomes are generated in financial plans. CLIENTS AND ACTIVITIES RightCaptial provides you the tools to organize households by status and track client activity within their financial plan. These tools enhance your ability to prioritize client relationships and identify individuals who can benefit from additional outreach. Organizinghouseholds and
HOW TO CREATE REPORTS How to print a report. Open the client and click on the "More" menu (represented by the ellipsis) and select "Report". Select the elements of the report to include.\ (Clicking a bolded word will automatically select all the sub-sections; selecting an item that is unbolded will only include that one item in addition to anything else selected.) DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. 6 WAYS TO ENGAGE YOUR CLIENTS Here are 6 key areas to think about when trying to engage your clients. 1. Set expectations at the beginning. This may sound basic. And that’s because it is. Sports teams win and lose on mastering the fundamentals, the same is true for you and your clients. Set basic ground rules early so that everyone is on the same page. DATA ENTRY: GLOBAL INFLATION ASSUMPTIONS The inflation assumptions are global variables that can be customized. Inflation assumptions were derived by referencing studies and planning tools from leading financial institutions and industry experts. Historical return data (over the past 40 years) was used to derive the default return assumptions. The inflation assumptions are as follows. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
GETTING STARTED: WELCOME TO RIGHTCAPITAL 2 Personalize your Account. Every advisor has the flexibility to personalize the RightCapital experience to their individual specifications. The first place an advisor should visit to customize the user experience is the Advisor Portal > Gear Icon > Account area (seen in the screenshot below). Within the account area, advisors who are just getting started can begin by adjusting the following CLIENTS AND ACTIVITIES RightCaptial provides you the tools to organize households by status and track client activity within their financial plan. These tools enhance your ability to prioritize client relationships and identify individuals who can benefit from additional outreach. Organizinghouseholds and
TRAINING VIDEOS
This link includes short, informative, videos designed to help you understand the six initial steps of data entry. These steps build the foundation for all financial plans within RightCapital. Click the link below to access data entry training videos. Data Entry- 6 Videos. 5 TRENDS FINANCIAL PLANNERS CAN ANTICIPATE IN 2021 Although no one can say for certain what the future holds, we've identified five emerging trends that could boost your business in the coming year. 1.) Everyone Is Embracing Virtual. As the country (and world) continue to navigate COVID-19, it’s a given that an increasing share of all business will be conducted online. RIGHTPAY - HELP CENTER - FINANCIAL PLANNING SOFTWARE RightPay is an innovative tool that allows advisors to process planning fees within RightCapital. This allows for a better client experience while providing the advisor a compliant platform for collecting payments. RightPay is powered by Stripe, a leading processor of online payments. It is available for an additional monthly / annual fee. DATA ENTRY: PRIMARY HOME (OWN, SELL, RELOCATE) Life is complex and always changing, and RightCapital allows for excellent financial planning including all of life's complexities. To accommodate a relocation, add a Goal to reflect this change. RightCapital will adjust the primary home, taxes, sale price, cash flow, and capital gains taxes as needed based on estimated values at the time of sale and the location of the relocated client. HOW TO USE INVESTMENT MODULE Live. •. To access the Investment tab, select the client from your client list, click open client, then select Investment once the client's portal has loaded. There are five tabs within the Investment module: asset allocation, sector and style, concentration, tax allocation, and holdings. Each tab is covered here. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
HOW I USE FINANCIAL PLANNING TO CHANGE LIVES Meg Bartelt, CFP®, MSFP is the founder of Flow Financial Planning and one of our newly minted RightCapital Brand Ambassadors. She is a fee-only, virtual financial planner dedicated to helping women in tech cultivate financial strength and connect to a larger professionalsupport network.
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Let’s get started to create your financial plan. Section 1: Personal information. Please provide personal information of your familymembers
RIGHTCAPITAL: FINANCIAL PLANNING SOFTWAREDISCLOSUREHELPCENTERBLOGSECURITY
Beautifully simple financial planning software for advisors. Financial plan done just right.HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs. MARKETING AND PROSPECTING The following resources have been created to help you maximize your planning experiences, connect with clients, and strengthen relationships during times of uncertainty. Click the link below to learn more: COVID-19: Educational Tools and Best Practices. RightCapital is committed to enabling your success. Each week, we setaside time to cover
KNOWLEDGE BASE ARTICLES Explore Planning Topics in RightCapital. The following articles are designed to provide an overview of RightCapital topics and explain how outcomes are generated in financial plans. DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. HOW TO CREATE REPORTS How to print a report. Open the client and click on the "More" menu (represented by the ellipsis) and select "Report". Select the elements of the report to include.\ (Clicking a bolded word will automatically select all the sub-sections; selecting an item that is unbolded will only include that one item in addition to anything else selected.) DATA ENTRY: MODELING PENSION OPTIONS IN A FINANCIAL PLAN A common planning scenario involves illustrating Data Entry: Modeling Pension Options in a Financial Plan. Create multiple plans INTEGRATION: FIDELITY How to use the Fidelity integration. Once the integration is set up, link client accounts: 1. Log in to RightCapital. 2. Click Open Client next to the client you’d like to integrate. 3. Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if thisis a new client) 4.
HOW TO USE RETIREMENT: ANALYSIS MODULE Using the Retirement Analysis is perhaps the most common and effective method to address your client’s concerns head-on. For a brief overview of the Retirement Analysis tool please watch this short video. YouTube. Access the Analysis tab by opening the client and navigating to Retirement > Analysis. Within the Analysis tab, thereare four
HOW TO TROUBLESHOOT ACCOUNT AGGREGATION 1.) The information provided is used to retrieve account balance and position information from the institution. It also creates a link to the account that RightCapital uses to update those values. RIGHTCAPITAL: FINANCIAL PLANNING SOFTWAREDISCLOSUREHELPCENTERBLOGSECURITY
Beautifully simple financial planning software for advisors. Financial plan done just right.HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs. MARKETING AND PROSPECTING The following resources have been created to help you maximize your planning experiences, connect with clients, and strengthen relationships during times of uncertainty. Click the link below to learn more: COVID-19: Educational Tools and Best Practices. RightCapital is committed to enabling your success. Each week, we setaside time to cover
KNOWLEDGE BASE ARTICLES Explore Planning Topics in RightCapital. The following articles are designed to provide an overview of RightCapital topics and explain how outcomes are generated in financial plans. DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. HOW TO CREATE REPORTS How to print a report. Open the client and click on the "More" menu (represented by the ellipsis) and select "Report". Select the elements of the report to include.\ (Clicking a bolded word will automatically select all the sub-sections; selecting an item that is unbolded will only include that one item in addition to anything else selected.) DATA ENTRY: MODELING PENSION OPTIONS IN A FINANCIAL PLAN A common planning scenario involves illustrating Data Entry: Modeling Pension Options in a Financial Plan. Create multiple plans INTEGRATION: FIDELITY How to use the Fidelity integration. Once the integration is set up, link client accounts: 1. Log in to RightCapital. 2. Click Open Client next to the client you’d like to integrate. 3. Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if thisis a new client) 4.
HOW TO USE RETIREMENT: ANALYSIS MODULE Using the Retirement Analysis is perhaps the most common and effective method to address your client’s concerns head-on. For a brief overview of the Retirement Analysis tool please watch this short video. YouTube. Access the Analysis tab by opening the client and navigating to Retirement > Analysis. Within the Analysis tab, thereare four
HOW TO TROUBLESHOOT ACCOUNT AGGREGATION 1.) The information provided is used to retrieve account balance and position information from the institution. It also creates a link to the account that RightCapital uses to update those values. GETTING STARTED: WELCOME TO RIGHTCAPITAL 2 Personalize your Account. Every advisor has the flexibility to personalize the RightCapital experience to their individual specifications. The first place an advisor should visit to customize the user experience is the Advisor Portal > Gear Icon > Account area (seen in the screenshot below). Within the account area, advisors who are just getting started can begin by adjusting the following RIGHTCAPITAL SUPPORT OPTIONS Our typical hours. Our standard hours of support are Monday - Friday, 9:00 am - 6:00 pm Eastern Time. We are closed on all stock market holidays. For off-hours support, please contact us through the chat service and we will respond as soon as possible. MARKETING AND PROSPECTING The following resources have been created to help you maximize your planning experiences, connect with clients, and strengthen relationships during times of uncertainty. Click the link below to learn more: COVID-19: Educational Tools and Best Practices. RightCapital is committed to enabling your success. Each week, we setaside time to cover
INTRODUCING RIGHTCAPITAL TO YOUR CLIENTS Here are some of the benefits your client will experience using RightCapital's Client Portal: Easy-to-use single login for all their accounts, budgeting, and financial plan overview. 24/7/365 access. Your client doesn’t need to check the mail for their portfolio summary. Mobile experience.CLIENT EXPERIENCE
Client Access. Continue to elevate your client experience by granting access for your clients to have a “financial home base” to see a holistic snapshot at any point, from any internet-connected device. Granting clients access to RightCapital tools. Change client’s password or remove client access. Inviting a client to create theiraccount.
CLIENTS AND ACTIVITIES RightCaptial provides you the tools to organize households by status and track client activity within their financial plan. These tools enhance your ability to prioritize client relationships and identify individuals who can benefit from additional outreach. Organizinghouseholds and
HOW TO USE INVESTMENT MODULE Live. •. To access the Investment tab, select the client from your client list, click open client, then select Investment once the client's portal has loaded. There are five tabs within the Investment module: asset allocation, sector and style, concentration, tax allocation, and holdings. Each tab is covered here. RIGHTCAPITAL’S CLIENT PORTAL IS EASY TO USE, INFORMATIVE ONE-STOP ACCESS TO PEACE OF MIND 3. DASHBOARD AND FINANCIAL SECTIONS The dashboard has all the key elements for a financial overview. Review your balance sheet, check in on your portfolio, or measure progress on your goals. HOW TO TROUBLESHOOT ACCOUNT AGGREGATION 1.) The information provided is used to retrieve account balance and position information from the institution. It also creates a link to the account that RightCapital uses to update those values. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
RIGHTCAPITAL: FINANCIAL PLANNING SOFTWAREDISCLOSUREHELPCENTERBLOGSECURITY
Beautifully simple financial planning software for advisors. Financial plan done just right.HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs. 5 TRENDS FINANCIAL PLANNERS CAN ANTICIPATE IN 2021 Although no one can say for certain what the future holds, we've identified five emerging trends that could boost your business in the coming year. 1.) Everyone Is Embracing Virtual. As the country (and world) continue to navigate COVID-19, it’s a given that an increasing share of all business will be conducted online. DATA ENTRY: SAVINGS TYPE DETAILS Roth IRA contributions are only included if the household is below AGI limits. In 2020 the contribution limit phases out between $124,000 and $139,000 of AGI for single; between $196,000 and $206,000 for joint. You can control whether Roth IRA savings is funded if there is DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. DATA ENTRY: MODELING PENSION OPTIONS IN A FINANCIAL PLAN A common planning scenario involves illustrating Data Entry: Modeling Pension Options in a Financial Plan. Create multiple plans INTEGRATION: BLACK DIAMOND How to use the Black Diamond integration. Once the integration is set up, link client accounts: 1. Log in to RightCapital. 2. Click Open Client next to the client you’d like to integrate. 3. Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client) 4. 6 WAYS TO ENGAGE YOUR CLIENTS Here are 6 key areas to think about when trying to engage your clients. 1. Set expectations at the beginning. This may sound basic. And that’s because it is. Sports teams win and lose on mastering the fundamentals, the same is true for you and your clients. Set basic ground rules early so that everyone is on the same page. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
4 BENEFITS OF BECOMING A THOUGHT LEADER And as you strive to become a thought leader, you will develop a following of people who want to learn from you or be your advocate. Finding someone who is willing to share your beliefs is almost as valuable as finding a new client. 3. You’ll be forced to develop a strong brand identity. Thought leaders are not experts in everything. RIGHTCAPITAL: FINANCIAL PLANNING SOFTWAREDISCLOSUREHELPCENTERBLOGSECURITY
Beautifully simple financial planning software for advisors. Financial plan done just right.HELP CENTER
Help for RightCapital, the best financial planning software. Access tutorials, help articles, and FAQs. 5 TRENDS FINANCIAL PLANNERS CAN ANTICIPATE IN 2021 Although no one can say for certain what the future holds, we've identified five emerging trends that could boost your business in the coming year. 1.) Everyone Is Embracing Virtual. As the country (and world) continue to navigate COVID-19, it’s a given that an increasing share of all business will be conducted online. DATA ENTRY: SAVINGS TYPE DETAILS Roth IRA contributions are only included if the household is below AGI limits. In 2020 the contribution limit phases out between $124,000 and $139,000 of AGI for single; between $196,000 and $206,000 for joint. You can control whether Roth IRA savings is funded if there is DATA ENTRY: CASH VALUE LIFE INSURANCE This feature saves time and helps to populate insurance premiums, loan income, cash value & death benefit. For example, if users enter $100,000 in year 2020 and $200,000 in year 2030, the system will set the 2021 value to $110,000, the 2022 value to $120,000, etc. until all inputs are filled through 2030. DATA ENTRY: MODELING PENSION OPTIONS IN A FINANCIAL PLAN A common planning scenario involves illustrating Data Entry: Modeling Pension Options in a Financial Plan. Create multiple plans INTEGRATION: BLACK DIAMOND How to use the Black Diamond integration. Once the integration is set up, link client accounts: 1. Log in to RightCapital. 2. Click Open Client next to the client you’d like to integrate. 3. Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client) 4. 6 WAYS TO ENGAGE YOUR CLIENTS Here are 6 key areas to think about when trying to engage your clients. 1. Set expectations at the beginning. This may sound basic. And that’s because it is. Sports teams win and lose on mastering the fundamentals, the same is true for you and your clients. Set basic ground rules early so that everyone is on the same page. DATA ENTRY: USING ACCOUNT AGGREGATION Data Entry: Using Account Aggregation. How using account aggregation elevates your practice; Using account aggregation; Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-datepicture.
4 BENEFITS OF BECOMING A THOUGHT LEADER And as you strive to become a thought leader, you will develop a following of people who want to learn from you or be your advocate. Finding someone who is willing to share your beliefs is almost as valuable as finding a new client. 3. You’ll be forced to develop a strong brand identity. Thought leaders are not experts in everything. RIGHTCAPITAL SUPPORT OPTIONS Our typical hours. Our standard hours of support are Monday - Friday, 9:00 am - 6:00 pm Eastern Time. We are closed on all stock market holidays. For off-hours support, please contact us through the chat service and we will respond as soon as possible. WEBINARS: UPCOMING AND MOST RECENT Webinars: Upcoming and Most Recent. RightCapital is committed to enabling your success. Each week, we set aside time to cover important planning modules and product updates, giving you a direct line of access to the experts behind the curtain. In this article, users can register for upcoming webinars and watch our most recentpresentations.
HOW TO USE INVESTMENT MODULE Live. •. To access the Investment tab, select the client from your client list, click open client, then select Investment once the client's portal has loaded. There are five tabs within the Investment module: asset allocation, sector and style, concentration, tax allocation, and holdings. Each tab is covered here. HOW TO USE PLANNING MODULES How to use this article: 1. Navigate to an area of interest, using table of contents as a guide. 2. Click the link associated with the planning module of your choice. 3. Review "How to Use" articles to establish best practices on each topic. HOW TO USE RETIREMENT: ANALYSIS MODULE Using the Retirement Analysis is perhaps the most common and effective method to address your client’s concerns head-on. For a brief overview of the Retirement Analysis tool please watch this short video. YouTube. Access the Analysis tab by opening the client and navigating to Retirement > Analysis. Within the Analysis tab, thereare four
HOW TO USE TAX: DISTRIBUTION AND CONVERSION TOOL Comparison Tab. Click on the Comparison chart to isolate the impact of the conversion on the projected ending investment asset value and the composition of their ending investment assets by tax class:. Use the radio buttons to gain deeper insights to the withdraw with a Roth conversion compared to the withdraw without a Roth conversion. TWO-FACTOR AUTHENTICATION Signing in with two-factor authentication. 1. Sign in to your account with your email and password as you normally do. 2. The second step of the “two-step” verification will ask for a six-digit code. 3. Open the authenticator app on your cell phone, identify the 6-digit code shown by your app, and type it into the RightCapital webpage. RIGHTCAPITAL’S CLIENT PORTAL IS EASY TO USE, INFORMATIVE ONE-STOP ACCESS TO PEACE OF MIND 3. DASHBOARD AND FINANCIAL SECTIONS The dashboard has all the key elements for a financial overview. Review your balance sheet, check in on your portfolio, or measure progress on your goals. CLIENT-FACING RESOURCES FOR THE CLIENT PORTAL Best Practices. Use the above resources to help clients who have questions while going through the virtual onboarding process. These flyers and videos can be embedded into invitation emails or sent as needed to clients who are having questions. DATA ENTRY: INCOME DISTRIBUTIONS To create an NUA strategy, use the following steps. When entering an Income Distribution card on the Profile / Income screen, you can select “Net Unrealized Appreciation” under the ‘Type’ drop-down box. You can then enter the ‘NUA cost basis’, which isthe original
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WHAT OTHERS ARE SAYING I've been using RightCapital for a little over a year now and I love it. The account aggregation, the budgeting, the college loan planning is a game changer. What I found with other planning software is that they are too stagnant. What I tell my client is, this is a living breathing document we can collaborate on together. Matthew MullowneyNew Aspect Financial Services I love RightCapital. I've grown AUM by over $30mm in the last year using the Tax Distribution module. Many people come to me looking to transition to retirement with a smart tax strategy. Being able to show them the impact of different withdrawal methods on their bottom line has been a great tool for helping these clients achieve success while also growing my business. Kyle MooreQuarry Hill Advisors It has shortened the length of our client meetings, provided more robust financial planning and also concrete outcomes clients have been looking for. The efficiencies this software has provided have saved our practice money and allowed us to scale up higher than initiallyanticipated.
Steve KennedyAlbany Financial Group Many clients have commented that this is the first time they've ever understood how one piece of their financial life affects the rest. It makes them feel much more confident about the plan we put together and the choices they make. Meg BarteltFlow Financial PlanningANNOUNCEMENTS
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