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...