Integration: Portfolio Pathway

What integrating with Portfolio Pathway does for you

Integrating with Portfolio Pathway connects client information in Portfolio Pathway to their financial plan 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 Portfolio Pathway is not synced; utilize a CRM integration and then connect the Portfolio Pathway information.

How to set up your Portfolio Pathway integration 

The first time you use the Portfolio Pathway integration, you will need to connect your RightCapital and Portfolio Pathway accounts as follows:

1
Log in to RightCapital.
2
Navigate to  Integrations > Portfolio Pathway
3
Enter your Portfolio Pathway login credentials (user name and password)
4
Click on ' Connect', the integration is now complete!

How to use the Portfolio Pathway 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 "Portfolio Pathway" 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 the household(s) (using the checkboxes 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. The 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 Portfolio Pathway to RightCapital please contact Support.