Automated RightCapital RMD Deadline Tracking
WebRun scans RightCapital for clients with upcoming required minimum distribution deadlines, flags anyone at risk of a missed RMD, and posts your team a Slack alert so distributions are taken on time.
Automated RightCapital Risk Tolerance Review Tracking
WebRun scans RightCapital for clients whose risk tolerance assessment is more than 12 months old or has not been completed, flags each in a Google Sheets tracker, and posts your team a Slack digest for follow-up.
Automated RightCapital Referral Thank-You Drafts
When a new client in RightCapital is tagged with a referral source, WebRun drafts a personalized thank-you email to the referring party and queues it in Gmail for the advisor to review and send.
Automated RightCapital Prospect Follow-Up Drafts
WebRun checks RightCapital for prospects who have had a plan created but have not engaged in the last 14 days, drafts a personalized follow-up email for each, and queues the messages for advisor review.
Automated RightCapital Plan Update Follow-Ups
WebRun finds clients in RightCapital whose financial plan has not been updated in over six months, drafts a personalized follow-up email for each, and queues the messages for advisor review before sending.
Automated RightCapital New Client Onboarding Kickoff
When a new client is added to RightCapital, WebRun kicks off the onboarding process: it creates a plan setup checklist in Airtable, drafts a welcome email for advisor review, and posts the team a Slack notification with the client's key details.
Automated RightCapital Client Meeting Prep Digest
Before each scheduled client meeting, WebRun pulls the client's current RightCapital plan summary, open action items, and recent changes, then assembles a concise prep brief and posts it to Slack for the advisor.
Automated RightCapital Document Collection Chaser
WebRun checks RightCapital for clients with incomplete document uploads, drafts a polite reminder for each, and logs outstanding requests in Airtable so your team always knows what is still missing.
Automated RightCapital Contribution Deadline Reminders
WebRun checks RightCapital for clients with unfunded or under-funded retirement and HSA accounts approaching annual contribution deadlines, drafts a reminder email for each, and queues the messages for advisor review.
Automated RightCapital Client Milestone Digest
WebRun scans RightCapital each week for clients approaching major life milestones such as retirement, Social Security eligibility, or Medicare enrollment, and posts your team a Slack digest so advisors can reach out proactively.
Automated RightCapital Beneficiary Review Flags
WebRun scans RightCapital for clients with outdated or missing beneficiary designations, flags those needing a review, and posts your team a weekly Slack digest with a Google Sheets log for follow-up tracking.
Automated RightCapital Client Review Reminders
WebRun checks RightCapital each week for clients whose annual review is coming due, drafts a personalized outreach message for each, and posts your team a prioritized Slack digest of who to contact next.