Integrations

Add Value to Financial Plans Through Integrations

Integrations streamline technology so that you can focus on what you care most about: providing outstanding advising to your clients. Integrations allow technology platforms to “speak” to one another; an integration lessens redundancy and lowers the time spent on administrative tasks, freeing you to invest more time into your clients (or your golf swing).

For a brief overview of integrations within RightCapital watch this short video.

How to use this article:

1
Navigate to an area of interest, using table of contents as a guide.
2
Click the link associated with the Integration of your choice.
3
Review how to establish and implement data integrations for each partner.

CRMs

Customer Relationship Management (CRM) platforms are used to help manage any data associated with a client. With CRM integrations RightCapital pulls in client information: contact info, date of birth & resident state for everyone associated with the client’s household. RightCapital currently integrates with the following CRM partners.

Asset custodians

Connect and sync asset custodians to keep client data up-to-date automatically. This is perhaps the most effective way to buy yourself extra time in your day. For asset custodians, RightCapital pulls in individual accounts for each client. RightCapital will pull over holdings-level data for each account, and the information is updated daily. Custodians RightCapital currently integrates with are:

Aggregators

Aggregators collect account information from multiple custodians and institutions, providing a comprehensive view of a client’s investment landscape in one place. For aggregators, RightCapital pulls in all investment accounts associated with a client. RightCapital will pull over holdings-level data for each account, and the information is updated daily.

Some include CRM-like tools as well, allowing client data to be stored in the same location as client account aggregation. The aggregation providers that RightCapital currently integrates with are:

Risk Management Solution

Risk Management Solution integrations enables you to import model portfolios into RightCapital. Those portfolios are translated to asset classes using the Morningstar breakdown. They are stored under the 'Models' menu and are visible on the Investment and Retirement Analysis screens.

Portfolio analytics

Portfolio Analytics integration partners offer benefits to RightCapital users beyond accessing household information, position-level account data and model portfolios. These integrations supply reporting data that help advisors analyze client investment data.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

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