https://frum.finance logo
Join Slack
Powered by
# right-capital
  • a
    Betterment cost basis  Improvement   The integration with Betterment will now automatically bring in cost basis data for investment accounts. If you previously entered cost basis information within the integrated account, the values will be updated with the data received from Betterment.
  • a
    Wealthbox and Redtail enhancements  Improvement   To make it easier to import and manage clients, we've made some enhancements to the Wealthbox and Redtail integrations. This update includes the ability to: Import multiple clients at once & import clients by Tag group Link clients in RightCapital to an existing client in your CRM Disable the sync of Notes and Tasks into the CRM If you use Wealthbox as your CRM, you will see the ability to Sync all linked household data and disconnect clients from the integration.
  • f
    Regarding using the right capital software to plan for one account to have for many various simchos over varying timeline for multiple children how do I run the test?
    m
    • 2
    • 27
  • a
    First Clearing / TradePMR cost basis  Improvement   The integration with First Clearing / TradePMR will now automatically bring in cost basis data for investment accounts. If you previously entered cost basis information within the integrated account, the values will be updated with the data received from First Clearing / TradePMR.
  • a
    New Overview tab  New   We've added a new Overview tab in the Advisor Portal / Clients tab to quickly give you insights into each household. This includes key data such as the client's ages, the client group, and planning information such as their net worth, invested assets, cash holdings, and debt balances. You can also view the number of vault uploads, outstanding tasks, and important dates such as when the plan was last oened or when the most recent report was created.
  • a
    Expanded leads functionality  New   To help you better target prospects and manage new leads, you can now create multiple direct sign-up links tailored for different client groups. To crate a new leads link, go to Client Settings / Client Groups tab and click "Generate" next to the client group. After the link is generated, click “View” to copy and share it with prospects and track the total signups. To learn more about the leads feature, visit the <a...
  • a
    One Big Beautiful Bill Act  New   We have made updates to reflect some of the provisions that were signed into law with the One Big Beautiful Bill Act. This includes items such as: Permanent extension of tax rates set by the 2017 Tax Cuts and Jobs Act Increase to the standard deduction for 2025 and bonus deduction for individuals over the age of 65. SALT cap increase for 2025-2029 with phase-down provisions. Increases to the estate tax exemption, child tax credit, and the ability to deduct charitable contributions...
  • f
    is the 401k percentage monthly or annually
  • f
    in the goals tab
    m
    • 2
    • 6
  • n
    Ugh, rightcapital made changes to their internal api
    m
    f
    • 3
    • 5
  • a
    Quick navigation feature  New   We've added a search menu, providing a quick and easy way to find specific pages within RightCapital. The quick navigation menu is available in the Client Portal, Advisor Portal, and Admin Portal and can be accessed by pressing Ctrl+K (⌘ + K mac).
  • a
    Managed indicator on Balance Sheet  New   To distinguish managed assets on the detailed Balance Sheet, we've added a new setting in the Advisor Portal / Gear / Account / Preferences tab. When the "Mark managed accounts for the balance sheet details" item is checked, a managed indicator will display for any managed investment account.
  • a
    RightExpress  New   We are thrilled to introduce RightExpress, our fully integrated prospecting tool to help you deliver actionable plans in just a few clicks. Key RightExpress features include: Streamlined Onboarding: With just 2-3 steps per module, prospects share key information to quickly create a focused plan. Express Modules: Leverage the modules that fit the client's specific needs. Available modules include Social Security, Retirement, Debt, Risk, Vault, and Tasks. Comprehensive Reporting:...
  • a
    SEI cost basis  Improvement   The integration with SEI will now automatically bring in cost basis data for investment accounts. If you previously entered cost basis information within the integrated account, the values will be updated with the data received from Betterment.
  • a
    Household settings in onboarding  Improvement   By popular demand, we've added the ability to further customize household settings for clients who are in the onboarding process. To access the Methodology, Return assumptions, Tax and Other assumptions, and to customize budget categories, navigate to the Gear / Settings tab.
  • f
    Any advice on how to calculate long term care? Is the "national average" a good barometer for frum families that bezH have family that can often assist in LTC until the required care is too challenging for the family?
    m
    • 2
    • 3
  • a
    Business module  New   We're excited to introduce our new Business module designed to expand your offerings and deliver value for business owners. The new features include: Streamlined data entry to capture key business details including the value accumulation approach, revenue/expenses, and the distribution type. Dedicated business Balance Sheet to track business owned assets, liabilities, and the total equity. New visuals to showcase the client's existing business interests and the impact different...
  • a
    Mobile app enhancements  Improvement   By popular request, we've made it easier for your clients to review their Net Worth on the mobile app. The Dashboard will now display all of the clients assets and liabilities including properties, insurance, business, and other assets. In addition, clients can better manage their login credentials and transaction preferences under the Settings menu.
  • a
    Cash flow duration in report  New   We've added the ability to specify the number of years of cash flow data to include when generating a PDF report. When selecting to incorporate the Retirement / Cash Flows, you can toggle the new 'Select years' item to specify the duration.
  • a
    529 withdrawals for education  New   We've updated the 529 tax-free withdrawal limit for pre-college education expenses starting in 2026 to reflect the new provision of the One Big Beautiful Bill Act.
  • a
    Customizable estate checklists  New   By popular demand, we've added the ability to customize the Estate Checklist to better align with each household's estate planning needs. New sections with customizable fields can be added to each plan by clicking into the Estate/ Checklist/ Edit drawer or you can set up templates that can then be applied across multiple clients.
  • a
    Data Import feature  New   To streamline data entry and minimize manual work when transitioning clients to RightCapital, you can now import client data from an eMoney report. To upload a report, navigate to the Advisor Portal / Integrations tab and select Data Import. After the scan is complete, review the data and choose which items to import into the plan. The information can be used to create a new household or imported into an existing household. To learn more visit the <a...
  • a
    Estate enhancements  Improvement   By popular demand, we have added the option to change the plan that is used in the Estate Analysis module. We’ve also reorganized the Action Items to make it easier to navigate and propose new trust strategies.
  • a
    Tax Analyzer Summary  New   To provide more insight into the client's tax scenario, we've added a new Summary tab to the Tax Analyzer module. The new tab contain three visuals to help explain the client's current tax position. Federal Income Tax Summary – includes key tax rates and a summary of total income Investment Income Efficiency – displays the breakdown of the client’s investment income and it's tax treatment Ordinary Income Bracket – visualizes the client's taxable income and how it compares to the...
  • a
    Apply template for Snapshot  Improvement   By popular demand, we've added the ability to apply a Snapshot template directly within the clients plan. The new 'Apply template' and 'Clear all' options are found in the bottom right of the page.
  • a
    Link account in Blueprint  New   By popular demand, we've added the ability to link an account directly from the Blueprint / Net Worth tab.
  • a
    Stress test enhancement  Improvement   When reviewing the Stress Test with your clients, you can now customize the order of the stress items. To rearrange the order, click the 'Edit' button in the Action Items.
  • a
    Order of plans  Improvement   We have added the ability to rearrange the order of plans in the Retirement / Analysis. If the client has multiple plans, you can use the drag and drop feature to customize the order in which they appear.
  • a
    Multiple return assumption sets  New   By popular demand, we've added the ability to create and manage multiple sets of customized return assumptions. This update makes it easier to maintain assumptions for client segments or specific client scenarios. The design of the Asset Return tab was also updated for a cleaner and more intuitive layout. Firms that control the return assumptions for advisors can now also set up multiple assumption sets that can be used within client plans. To learn more about asset return assumptions...
  • a
    Blueprint client access  New   We've added more flexibility when sharing the Blueprint module with your clients. From the Advisor Portal/Planning Access tab, click on 'Blueprint' to specify which sections your client can see.