What integrating with Advyzon does for you
Integrating with Advyzon connects important information to client plans that have been set up in RightCapital. Once integrated, RightCapital pulls in position-level account data and specific life insurance policy data into a specific client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
RightCapital does not pull in the contact information from Advyzon; users will need to manually input household information or use a CRM integration in combination with Advyzon to integrate data.
How to set up your Advyzon integration
To connect your RightCapital account with Advyzon, you will need to:
Log in your Advyzon account.
Click on the top right
Click Integration from the left selection.
Switch to API Access tab on the right.
Enter your RightCapital login email in the Username/Email box, leave password blank, and tick Enabled .
Click Save button.
After you’ve finished the steps on Advyzon website, come back to this page and click Connect button below.
How to use the Advyzon 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 "Advyzon" from the dropdown menu. This button only appears if integration has already been established.
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, and integrated term life insurance policies will appear under the Insurance bar on the left side of the Net Worth screen.
Advyzon will migrate the following data into RightCapital:
- Investment accounts
- Term life insurance
- Group life insurance
- Whole life insurance
- Universal life insurance
- Variable life insurance
- Variable universal life insurance
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!
For additional assistance integrating Advyzon to RightCapital please contact Support.