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# right-capital
  • s
    Does employer match get included in the 401k savings in our plan? I'm starting a new job next month with a match on my 401k, so I tried adding a new 401k savings goal that includes an employer match, but I don't see the match being included in my cash flow screen for the next few years
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  • m
    M1 account syncing is now working again in #C056LMV4SAD!!!
    💯 1
  • s
    Was there a recent update to right capital? My plan's probability of success dropped a ton overnight
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  • a
    Firm navigation updates  Improvement   If you are the super admin of your firm, you will notice a few changes to the navigation menu. The Admin tab has moved to the Advisor Portal main navigation level. The firm's Accounts tab is now found in the Admin Portal under the Gear menu. Firm level Templates and Billing are now found in the Admin Portal at the main navigation level.
  • s
    Is anybody having trouble linking their vanguard accounts to right capital?
  • a
    Waterfall chart enhancement  Improvement   When reviewing the Waterfall chart in the Cash Flows / Maps, you can now further breakdown the inflow and and outflow values by clicking on the various sections.
  • a
    Roth conversions to Medicare brackets  New   By popular demand, you can now propose Roth conversions up to the various Medicare premium tax brackets (IRMAA tiers), in addition to the No IRMAA option. To learn more about the Tax strategies module, visit the Help Center.
  • a
    Logo cropping  Improvement   We've made it easier to upload your logo when customizing your portal. After selecting the logo you want to upload, you can use our cropping features to remove any margins that you don't want included.
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    Updated college costs  New   The national average costs and college-specific costs have been updated to reflect the latest available data from 2024. The values will be automatically updated for any client with existing college goals.
  • a
    Preview enhancements  New   When reviewing the Snapshot, you can now see an expanded preview of each widget. Click on the magnifying glass icon in the upper-right corner to open the enlarged version and zoom in/out to view greater detail. The preview features are also available for any images you uploaded to the Vault or as part of a Risk questionnaire.
  • a
    Snapshot template clear all  Improvement   To make it easier to build your Snapshot template, we've added the option to quickly 'Clear all' widgets.
  • a
    Firm-level RightIntel  New   If you are the super admin of your firm, you now have access to firm-level business intelligence tools such as the firm Dashboard, Advisor Overview, and Opportunities tabs that give you insights into your firm. The firm-level RightIntel features are found in the Admin portal.
  • a
    State tax credit  New   We've added a new tax option to the Profile / Income / Other Income card that allows you to capture state tax credits available to your client. The existing tax credit option was renamed to reflect the federal tax credit.
  • a
    Jump integration  New   We're excited to announce an integration with Jump! This integration allows you to utilize Jump's platform to propose updates to key household data and import them directly into the client's plan. For more information on how to set up and utilize the integration with Jump, please visit the Help Center.
  • a
    Upload holdings  New   By popular demand, we've added the ability to upload holdings when adding a manual investment account. To get started, navigate to the Net Worth / Investment Account / Add Holdings and select the new Upload Holdings option from the dropdown. Key Features include: Flexible data entry. You can easily upload a CSV file or paste the holding data directly into the modal. A CSV template to help you get started and the ability to map your file format to ours. The capability to review the...
  • 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?
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  • 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
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  • n
    Ugh, rightcapital made changes to their internal api
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  • 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.