Integration: Addepar

What does the Addepar Integration do for you

Integrating with Addepar connects Addepar information to clients that you have set up in RightCapital. Once established, 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 morning with the previous day’s closing value.

Note

  • RightCapital does not pull in the contact information from Addepar; set up or use a CRM integration and then connect the Addepar information.

How to set up the Addepar Integration

To set up integration with Addepar:

1

Navigate to Advisor Portal > Integrations > Addepar

2

Click Connect 

3

Enter your login credentials to Addepar and voila! You’re integrated!

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

Note

This button only appears if an integration has already been established

5

Search for the client's name from the integrating 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. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

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 Addepar to RightCapital please contact Support.