What's New - August Recap

09 Sep 2019

Want to know what’s new?

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

Product Improvements

August was a busy month of improving your RightCapital experience! Navigate to updates.rightcapital.com to read more about:

📈 Social Security enhancements

🧘 Additional flexibility with a client's HSA distribution

💸 Adding extra one-time debt repayments

💵 Adding joint taxable saving accounts

🏡 Reflecting future property purchase and mortgages

But we've saved the best news for last... we've rolled out major improvements to the Cash Flow module! Now it is more intuitive to navigate and allows you to drill into each aspect of a client's cash flow for deeper insights, including:

💪 Improved UI

🕵️♀️ Clickable column headers reveal additional information (as in, clicking "Income inflows" column shows every current source of income for the client, as well as highlighting potential other income sources that may be held away assets or that the client may have forgotten to mention)

🗃️ Enhanced options for the "Accounts" tab

Updated articles

Cash Flow - how to use: We want you to get the most out of the Cash Flow improvements we've made, so we've launched a companion Help Center article to guide you through all the practical "how-tos" of using the new Cash Flow module.

Client Portal best practices and talking points: We always want you to increase your client retention and elevate your client experience. We have a whole article dedicated to helping you highlight how your client's experience will benefit from using the Client Portal.

Assistant login: Do you have an assistant who helps prepare for client meetings? Get your Assistant Login today!

More intuitive Client Settings: We've made it easier to quickly dial in your client preferences as well as providing more options for tailoring the best possible client experience.

New webinars

Check out some of our recent webinars! And make sure you keep an eye out for upcoming webinars with partners and guest speakers during our Grow Your Business Webinar series.

Grow Your Business Webinar - Retainer Pricing- What Should You Consider?
Grow Your Business with Tax-Smart Savings Strategies
See the new RightCapital/My529 Integration in Action

Interested in learning more about RightCapital? Schedule a demo today to get your 14 day free trial!