Скачать или смотреть RightExpress Module Training Video

Join us in a walkthrough of the RightExpress Module!

0:30 Adding a RightExpress Client
0:55 Family Tab
1:28 Social Security
2:48 Retirement
4:50 Debt
5:51 Risk
6:43 Vault/Tasks
7:24 Printing a Report
8:07 Templates/Client Groups

-----------------------------

📊 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-...

🤳 Connect with us on Social Media

YouTube ➡️    / rightcapital  
LinkedIn ➡️   / rightcapital  
X (formerly Twitter) ➡️ https://x.com/RightCapitalHQ
Facebook ➡️   / rightcapitalhq  
Instagram ➡️   / rightcapital  

👍 Like and subscribe for more!