Strategies for Successful Budgeting within RightCapital

Did you know that 3 out of 5 individuals are unaware of their expenses from the previous month? Managing finances can be a significant source of stress, leading many to avoid tracking their spending habits altogether. Join us as we walk through a case study on leveraging the Budgeting module and analyzing key insights to track client spending and create an effective budget. During this webinar, we'll highlight the following:

• Overviewing the Budget module
• Personalizing transactions and budget categories
• Reviewing ways to manage client budgets more effectively with our new Budget category templates
• Tracking a budget on-the-go with our Mobile App

[Originally presented 3/22/24]

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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*.

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