Posted by Jeff Beaumont on March 6, 2019
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.
We have upgraded our CRM integrations with Redtail and Wealthbox to ensure that you can consistently import and sync your clients' names and contact information from those systems.
We have also expanded our Advyzon integration to handle custom securities.
Advisor Portal color
By popular demand, we have switched the menu bar color on the advisor portal screen to match the color that you see when opening a client's plan.
Splitting and adding budget transactions
One of our most popular feature requests, our Budget screen now allows you or your clients to split transactions imported by your clients and to add manual transactions. Budget functionality is available for our Premium and Platinum subscribers. For more information, please see our updated Budget page in the Help Center.
New client checklist ✅
In addition to the two checklists we launched in January, there's one more to — ready for it? — check off! The New client checklist is ready to help you set up the basics of any new client.
Timely resources to improve your practice efficiency
For Valentine’s Day we skipped the roses and instead streamlined a ton of content on the Help Center to make it more intuitive and easier to understand. Check out the new Client Profile article, or learn how to create your own models and change asset assumptions. We've tightened up the Security & Compliance articles and now all your questions about reports, editing reports, and printing reports are answered! We've also updated system-wide Client presets.
And check out our Recent updates and changes summary for even more information.
Want to learn more about our award-winning software? Book a demo today.