RightCapital updates
RightCapital updates

New note features




By popular demand, we have updated our note capabilities to help you capture important details throughout your client plans.

You can now leave notes on individual cards or accounts under the Profile tab, choose which notes are shared with the client, and view all of your notes in one place under the ยทยทยท (More) / Notes tab.

Internal notes previously entered under the Dashboard / Tasks / Notes tab will now be found under the new Notes / Advisor Notes tab.

To learn more about the new note features, visit the Help Center.

Snapshot hyperlinks




We've added the ability to quickly navigate to specific planning modules directly from the Snapshot!

When hovering over a widget, click on the arrow icon that appears in the upper-right hand corner to open the corresponding module in a new tab.

Mobile app update




The Vault file preview feature is now available on the client facing mobile app. Your client can simply tap on a file within their Vault to view the document prior to downloading.

Convert property goal




We've added the flexibility to model converting an existing real estate property to another property type.

From the Investment Property or Vacation Home Property goals, select the 'Convert property' Acquisition type and choose the existing home you want to Convert from. You can model the property conversion in your client's existing plan or as a proposal in the action items.

New mobile app




We are excited to announce the new RightCapital mobile app which gives your clients access to their financial lives on the go!

The new features include a redesigned Dashboard where clients can view their financial details and stay on top of important action items, new Budgeting tools to create monthly budgets and track spending on the go, Task improvements and the highly requested Vault document storage.

Read more about the all-new RightCapital mobile app in our latest blog post here!

Budget enhancements




The budgeting module got a big upgrade this weekend to make it easier for your clients to track their spending and manage expenses.

The enhanced module includes a new Summary tab to quickly see how they are progressing agains their monthly budget goals, updated Activity charts to view spending trends over specific time periods, more flexibility to search and recategorize Transactions, and an easy intuitive way to create monthly Budgets.

To learn more about the budget tool, visit the Help Center.

Snapshot- double size text box




We've given you more flexibility when adding notes or important details to your clients Snapshot. You now have the option to add the Double size text box from the Add Item / Text box dropdown which gives you 2x the space as the full size widget.

Married Filing Separately




You've asked and we've listened! You can now accurately plan for households that are married but file separate returns. To use this new filing status, go to the Profile / Expenses / Taxes and Fees card.

The married filing separately status includes a new set of the tax calculations including new tax brackets, deductions, and various updates to planning modules.

In the Tax / Distributions module you can propose Roth Conversions for each client and see the detailed breakdown of taxes at the individual level. Cash Flow tables allow you to drill down into the Federal, State, FICA, and Local tax for each client and various tax assumptions can be entered for each individual.

To learn more about this update and to see all of the enhancements, visit the Help Center!

New Dependent variable




When adding a Child in the Profile / Family tab, we've added the ability to specify if the child will be treated as a dependent for tax purposes.

Expanded return assumptions




We've given you more control over the return assumptions that make up your plans. Within the Assumptions / Misc. tab, you may see two new settings to choose your preferred Model type and Calculation type for Monte Carlo.

The new Standard model type gives you to option to use pre-defined assumption sets and reflects the most up-to-date volatility values. You can also specify to base the Monte Carlo projections on arithmetic mean returns.

To view additional details about all of the assumptions used for planning, visit the Help Center.