Offer personalized Onboarding to clients with our new Onboarding Templates! Advisors now have the flexibility to personalize initial data entry using our Profile or Blueprint formats, allowing for a customized Onboarding experience that meets each client's unique needs. To learn more about how these new Onboarding options can elevate your business processes, we invite you to join us for a session where we’ll review:

• Getting started with Onboarding Templates
• Implementing Templates into your practice
• Customizing your Onboarding process

[Originally presented 7/12/24]

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📊 About RightCapital

RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.

*Source: The Kitces Report - 2023 AdvisorTech Study, [ Ссылка ]

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