Integration: FinFolio

What integrating with FinFolio does for you

Integrating with FinFolio connects client accounts at FinFolio to 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

RightCapital does not pull in contact information from FinFolio; to capture client contact information, establish a CRM integration and then connect the FinFolio information.

How to set up your FinFolio integration

To set up integration with FinFolio:

1

Log in to RightCapital, click on 'Integrations', and select 'FinFolio'.

2

Enter your site URL: ”https://[your_subdomain].finfolio.com” into the “API Endpoint” field.

3

To obtain the "API Token", log into FinFolio (must be logged in as Admin), click the drop-down arrow next to your username and click “Settings” to navigate to the Settings page:

4

Click “Developers” to access the “Rest API” tab:

5

Click the eye icon next to your API key, and copy the key to your clipboard.  Paste that key in RightCapital's Advisor Portal on the Integrations page under "API Token"

How to use the FinFolio 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 "FinFolio" from the dropdown menu.

Note

This button only appears if an integration has already been established

5
Search for the client's household name from the integration 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.   

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

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 Finfolio to RightCapital please contact Support.