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.
- 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:
Navigate to Advisor Portal > Integrations > Addepar
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:
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 and select "Addepar" from the dropdown menu.
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
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.
This button only appears if an integration has already been established
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For additional assistance integrating Addepar to RightCapital please contact Support.