Want to know what’s new?

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

Product Improvements

October was a month for BIG updates and a busy month of improving your RightCapital experience! Navigate to updates.rightcapital.com to read more about:

πŸ’° Expanded historical net worth now available

πŸ‘€ View all investment holdings for clients in one place

🏒 Easily show an installment sale of business

πŸ’΅ Illustrate extra debt payment scenarios

πŸŒ… Set default planning horizon

πŸ—‚ Ability to sort model portfolios

πŸ—„ Vault file size limit increased for to accommodate larger files

πŸ₯… Manage cash assets with our NEW Cash Reserve Goal

New webinars

Check out some of our recent webinars! Β Make sure you keep an eye out for upcoming webinars with partners and guest speakers during our Grow Your Business Webinar series. And don't forget about our Creating Your First Plan webinar hosted every Thursday at 2:00 pm EST!

See the New RightCapital/Panoramix Integration in Action
Reviewing different debt management scenarios + Q&A
Modeling annuities and annuity purchases +Q&A
See our new updates in action +Q&A
Grow Your Business: Designing Teams for Growth
Black Diamond SSO and See our new updates in action +Q&A
Grow Your Business: Retirement Healthcare Planning: Medicare Strategy Part 2 (CFP CE)

Interested in learning more about RightCapital? Schedule a demo today to get your 14 day free trial!