Integrating with Blueleaf connects client information in Blueleaf to a client in RightCapital. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
Contact information from Blueleaf is not synced; utilize a CRM integration and then connect the Blueleaf information.
Bank account balances entered in Blueleaf are pulled in, but not transaction-level information. We also do not currently pull in loan information entered in Blueleaf.
Once the integration is set up, link client accounts:
1
Log in to RightCapital
2
Click Open Client next to the client you’d like to integrate
3
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
4
Click +Link Account and select "Blueleaf" from the dropdown menu.
This button only appears if an integration has already been established
5
Search for the client's name from the integrating database
6
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
7
Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.
Several RightCapital metrics have been introduced in Blueleaf, allowing users to view the probability of success and confidence projections from RightCapital directly within the Blueleaf platform. These metrics are available within the Blueleaf Client Portal.
To add RightCapital metrics to Blueleaf, follow the steps below within the Blueleaf platform. Please note that this is a separate process from the Blueleaf integration setup within RightCapital.
1
Within the Blueleaf advisor dashboard, start by opening the Settings page:
2
Within the Settings, locate and click on '3rd Party Integrations' in the left-hand menu:
3
Click the 'Authenticate with RightCapital' button:
4
After clicking the button above, you will be prompted to log into RightCapital and authorize access for Blueleaf. After logging in, click 'Authorize' to finalize the connection:
After completing these steps, you will be redirected back to Blueleaf's platform. A link will be established between all client households using the same email address in both Blueleaf and RightCapital. When adding new clients in the future, you can click the 'Sync Households' button on the Blueleaf side to update the connection:
After following the steps above, a new 'Planning' tab will be enabled within the Blueleaf Client Portal. This tab will allow clients to view their probability of success and confidence charts from RightCapital's Retirement Analysis module.
The 'Overview' page will display the probability of success for the current and proposed plans:
The 'Retirement Analysis' page will display both the probability of success and confidence chart for each plan. You can toggle between your current and proposed plans using the dropdown menu at the top of the page:
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