Creating Your First Plan in RightCapital in 2024

Join us as we provide a detailed overview of creating a financial plan in RightCapital. In addition to creating a plan, we will review the following:

• Tips and tricks for the Advisor Portal
• How to brand your RightCapital account
• Reviewing the six steps of initial data entry
• Advisor Resources
• Live Q&A

[Originally presented 2/27/24]

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📊 About RightCapital

RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.

*Source: The Kitces Report - 2023 AdvisorTech Study, https://www.kitces.com/wp-content/upl...

For more information, visit https://www.rightcapital.com/

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