Integrations

Add Value to Financial Plans Through Integrations

Integrations streamline the data entry process with technology so you can focus more time on advising your clients. Integrations connect technology platforms and allow for reliable and secure data transfer into financial plans. Thus reducing the time it takes to create and update client plans.

How to Find the Integrations Menu

1

Open RightCapital and click the Integrations tab at the top of the Advisor Portal.

2

Use the search bar in the integration partners list to find the integration of your choice. Any established integrations will appear at the top of the integration partners list with a green checkmark on the right.

3

Select the integration partner from the list by clicking on the name, then follow the instructions listed on the right to establish the connection.

4

Use the articles below to learn how to use data integrations within financial plans.

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.

Single Sign-On (SSO)

A Single Sign-on, commonly referred to as an SSO, is an authentication method which allows users to securely access multiple applications with a single set of credentials. Use the hyperlinks below to learn more about the the SSO options available in RightCapital.

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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