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# right-capital
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    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...
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    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.
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    Link account in Blueprint  New   By popular demand, we've added the ability to link an account directly from the Blueprint / Net Worth tab.
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    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.
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    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.
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    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...
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    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.
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    Snapshot Waterfall chart  New   You can now incorporate the Cash Flow Waterfall chart into your client's Snapshot. The chart will reflect the plan and year that is selected for the Waterfall chart in the Cash Flows / Maps. The new widget is also available as part of the Snapshot template.
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    Premium inflation  New   By popular demand, we've added the ability to customize the premium inflation for Term life, Group disability, and Individual disability insurance policies.
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    Pacific Life integration  New   We're excited to announce an integration with Pacific Life! The new integration allows you to pull in annuity contract data from Pacific Life for your clients. The positions and values will be updated Tuesday through Saturday morning with the previous day’s closing value. To learn more, visit the Help Center.
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    Multiple stress test charts  New   By popular demand, you can now print the Stress Test chart for multiple plans when generating a PDF report. To include the stress test for specific plans toggle the 'Select plans' switch from the Reports / Stress Test page.
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    Withhold estimated tax  New   When proposing Roth conversions, we've added the option to withhold estimated taxes from the converted funds. The new 'Withhold estimated taxes' action item can be added to the plan from the Tax / Tax Strategies / Action Items by opening the Edit drawer.
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    Updated tax parameters  New   The federal tax parameters for 2026 have been updated within the system. This includes new tax brackets, contribution / income limits for plan contributions, IRMAA parameters for Medicare costs, etc.
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    Upload insurance schedule  New   By popular demand, we have added the option to upload a schedule to cash value insurance policies. When using the 'Use illustration' cash value approach, you can select the 'Upload schedule' option from the Quick fill menu and upload a CSV file.
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    Share model portfolios  New   We've added the option to share individual model portfolios with your clients. A new toggle is available in the Advisor Portal / Models / Portfolios tab; when toggled on, this portfolio will be visible to all of your clients.
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    Identify newly added action items  Improvement   We've made it easier to identify newly created action items in the 'Add or remove action items' drawer. When reviewing action items in the Retirement, Life Insurance, or Disability Insurance modules, look for the green dot indicating a new action item.
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    Smart Import  New   We're excited to introduce Smart Import, a simpler way to enter plan data! Smart Import utilizes AI technology to analyze client documents and extract profile data streamlining plan setup with less manual work. To upload a document, navigate to the Advisor Portal / "…" More menu / Data Import tab, and select Smart 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 it can be...
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    Updated tax forms  Improvement   The projected tax forms displayed in the Tax Estimate / Details tab have been updated to reflect the most recent forms published by the IRS.
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    Improved cash flow headers  Improvement   We've made it easier to read and interpret the Cash Flows / Net Worth table by adding a top-level header row, organizing the columns into 4 distinct groups: Invested Assets, Property, Other, and Liabilities.
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    401(k) loan support  New   By popular demand, we’ve added support to model new and existing 401(k) loans. Details for existing loans can be captured in the 401(k) or Roth 401(k) investment account by selecting the ‘Loan outstanding’ checkbox. Future loans can be added using an Income Distribution card and specifying the type as 401(k) loan.
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    State tax parameters  New   The state-specific tax parameters have been updated to reflect any state tax law changes for 2026. This includes updates to the state deductions, exemptions, and tax brackets/rates.
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    Education module enhancements  New   By popular demand, we’ve added the ability to model a 529 glide path strategy in the Education module. Within the Edit drawer, you can toggle on the 'education glide path' option to specify the ending allocation model and the timing for the transition. In addition, we have added new action items to customize the timing of the lump sum savings and additional 529 savings. To learn more about our Education Analysis, visit the <a...
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    Improved cash flow display  Improvement   Tables in the Cash Flows and Details tabs now expand to better fill your screen, making it easier to review more data without requiring to paginate or scroll as frequently.
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    Seems like Right Capital doesn't allow/support sync with Marcus by Goldman Sachs account or Fidelity Net Benefits 401k. Is there are workarounds or this is a known issue? Both are not minor banks, they are big players in this area so I was surprised.
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    Upload 2025 tax returns  New   We have added support for uploading 2025 tax returns to the Tax Analyzer. When uploading a tax return, specify the tax year directly in the upload modal and we will use the corresponding year's tax parameters to run the analysis. The 2025 upload supports analysis of the new Schedule 1-A. To learn more about the Tax Analyzer, visit the Help Center.
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    Sector and Style index selector  New   We've added the option to specify the index that is used for comparison in the Investment / Sector and Style module. In the Action Items, you can select one of the predefined indices or select 'custom' to enter a specific ticker symbol.
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    Tax Strategies enhancements  New   By popular demand, we've made a few enhancements to give you greater flexibility when building proposals within the Tax Strategies module. Model normal distributions up to a specified tax bracket Choose which accounts types are used in the proposal Propose Roth conversions from qualified annuities The layout of the action items was updated to reflect the additional features. To learn more about the Tax Strategies module, visit the <a...
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    Updated health care and LTC values  New   The national average values for Retirement health care & Long-term care costs have been updated to reflect the most recent data. If your clients are using the 'national average' cost estimate for either goal, those expenses will be automatically updated in the plan. We have also updated the default ‘Pre-Medicare’ and ‘Out of pocket’ costs for clients who switch to use the ‘Detailed estimate’ option.
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    Continue distributions by survivor  New   When illustrating distributions using an Income / Distribution card, you can now specify that the distributions will continue after the owner passes away.
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    Search for client in RightIntel  Improvement   By popular demand, we've made it easier to view RightIntel data for a specific client. Within the Client Overview and Opportunities tabs, you can now filter the results by client group or search for individual clients. To learn more about our business intelligence features, visit the Help Center.