Integration: CircleBlack

What integrating with CircleBlack does for you

Integrating with CircleBlack connects client information in CircleBlack to a client in RightCapital. Once linked, 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.

Note

Contact information from CircleBlack is not synced; utilize a CRM integration and then connect the CircleBlack information.

How to set up your CircleBlack integration

To set up integration with CircleBlack:

1

Notify CircleBlack that you wish to set up the RightCapital integration, receive your AdvisorID from CircleBlack

2

Navigate to Advisor Portal > Integrations > CircleBlack

3

Enter your Advisor ID from CircleBlack

4

Click Connect – voila! You’re integrated!

How to use the CircleBlack integration

Once the integration is set up, 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 and select "CircleBlack" from the dropdown menu.

Note

This button only appears if an integration has already been established

5
Search for the client's name by typing it in the Search box
6
Select the household (using the check box 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.

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

For additional assistance integrating CircleBlack to RightCapital please contact Support.