Скачать или смотреть RightTraining: Optimizing Document Management with RightCapital's Vault

Whether you’re new to using the Vault or looking to enhance your current process, learn how this tool can help simplify document sharing and increase efficiency. In this session, we will focus on:

Uploading and organizing key documents
Highlighting top use cases
Creating Vault Templates for easier client onboarding

[Originally presented 5/16/25, edited for time and clarity]

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📊 About RightCapital

RightCapital is financial planning software done right. 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 user satisfaction among advisors*. For more information, visit [https://www.rightcapital.com](https://www.rightcapital.com/).

Source: The Kitces Report - 2024 Financial Planner Productivity Study, https://www.kitces.com/kitces-report-...

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