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.
How to set up your Blueleaf integration
To set up integration with Blueleaf:
Navigate to Advisor Portal > Integrations > Blueleaf
Enter your Blueleaf API key/token.
Click Connect – voila! You’re integrated!
How to use the Blueleaf integration
Once the integration is set up, link client accounts:
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click +Link Account and select "Blueleaf" from the dropdown menu.
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
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.
This button only appears if an integration has already been established
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For additional assistance integrating Blueleaf to RightCapital please contact Support.