<Data Import feature>  New   To streamline data en...
# right-capital
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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...