Integration: DST Vision
DST integration is in Beta testing. If you wish to participate in Beta testing please follow the instructions below to set up the DST integration. Please let our Product Support team know of any issues that you find via Intercom chat or by emailing email@example.com
What integrating with DST Vision does for you
Integrating with DST Vision connects client information in DST to a client in DST. 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.
RightCapital does not pull in contact information from DST; to capture client contact information, establish a CRM integration or enter it manually and then connect the DST accounts.
How to set up your DST Vision integration
To establish an integration with DST Vision:
Navigate to Advisor Portal > Integrations > DST
Enter your DST user name and password
Click Connect – voila! You’re integrated!
How to use the DST Vision integration
- 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
- Click Integration at the bottom of the screen and select "DST".
This button only appears if an integration has already been established
- In the search box in the lower left-hand corner, enter the client's tax ID:
- Once the correct Tax ID has been entered, you should see the client's name and address listed. Click on the checkbox under 'Link'.
- Click Save to create the connection for the selected client.
Linked accounts can be found under the Investment bar on the left of the screen; they will display 'DST' in the title of the card. Click on the account in the Investment bar to see account details including positions, account type, etc. 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!
For additional assistance integrating DST Vision to RightCapital please contact Support.