Integration: SEI

What integrating with SEI does for you

Integrating with SEI connects client accounts at SEI to RightCapital. One 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.

How to set up your SEI Wealth Platform integration

To set up integration with SEI Wealth Platform:

2
Download and complete the **Data Services Set Up / Change Form**. (see example image below).\
3
Select RightCapital as the Third Party System.
4
Submit the form to SEI by selecting Actions > Manage Forms within SEI Advisor Center.
5
You will receive an email from RightCapital Support when your integration is set up and ready to use (usually within a couple business days of SEI completing their portion).

How to use the SEI Integration

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 "SEI" from the dropdown menu.

Note

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.

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!

For additional assistance integrating SEI to RightCapital please contact Support.