Single Sign-On (SSO): Wealthbox CRM

What is a Single Sign-On?

A Single Sign-On, commonly referred to as an SSO, is an authentication method that allows you to securely access multiple applications (Wealthbox & RightCapital software) with a single set of credentials. Once you have been authenticated by logging into RightCapital, you can securely access Wealthbox software without having to re-enter your credentials. This saves you time and creates efficiencies as you cycle between your financial technologies. For Information about the Wealthbox CRM Integration please click here.

Accessing Wealthbox Through Single Sign-On (SSO)

To access the SSO in Wealthbox, please review the following steps

Log in to your RightCapital account
Select the Single Sign-On "Icon" at the top of the screen

Click Wealthbox CRM

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 leveraging the Wealthbox CRM Single Sign-On in RightCapital please contact Support.