Folio Institutional

What integrating with Folio Institutional does for you

Integrating with Folio connects client accounts at Folio Institutional to RightCapital. Once integrated, RightCapital pulls in position-level account data from each account, and the positions and values will be updated nightly.

How to set up your Folio Institutional integration

To set up an integration with Folio Institutional,

Folio requires a signed letter from an officer at your firm authorizing Folio to release the data. The letter should be directed to Folio and needs to be signed and printed on your firm’s official letterhead. Click here for a sample letter. They will need to email the signed letter to support@folioinstitutional.com to the attention of "Data Feeds" from the signing officer's email on file with Folio.

We will notify you when the feed from Folio has been established and the integration is available.

How to use the Folio Institutional integration

Once the integration is set up, in order to 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
5
Click Integration at the bottom of the screen and select "Folio Institutional".

Note

This button only appears if an integration has already been established


6
Search for the client’s name from the integrating database
7
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
8
Click Save to create the connection for the accounts selected.   

Added accounts can be found under the Investment bar on the left of the screen. Account information will be updated daily.

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