What integrating with Advyzon does for you
Integrating with Advyzon connects important information to client plans that have been set up in RightCapital. Once integrated, RightCapital pulls in position-level account data and specific life insurance policy data into a specific 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 the contact information from Advyzon; users will need to manually input household information or use a CRM integration in combination with Advyzon to integrate data.
How to set up your Advyzon integration

To connect your RightCapital account with Advyzon, you will need to:
Log in your Advyzon account.
Click on the top right
After you’ve finished the steps on Advyzon website, come back to this page and click Connect button below.
How to use the Advyzon integration
Once the integration is set up, link client accounts:
Log in to RightCapital

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.

Advyzon will migrate the following data into RightCapital:
Investment accounts
Term life insurance
Group life insurance
Whole life insurance
Universal life insurance
Variable life insurance
Variable universal life insurance