What's the difference between an integration and account aggregation?
Integrations allow you to link software platforms that you utilize at the advisor level (CRMs, asset custodians, etc). You are then able to important household data and/or account information into RightCapital. Integrations are available on all subscription tiers.
Account Aggregation is a feature that allows clients to link outside accounts within the Net Worth section of the Profile. This feature is available with RightCapital's premium and platinum subscription tiers.
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