What integrating with Allianz API does for you
Integrating with Allianz allows you to connect client accounts at Allianz to RightCapital. Life Insurance, Annuity, and position-level account data will be connected from Allianz within the client's net worth. Values will be updated Tuesday through Saturday with the previous night's closing value.
How to set up your Allianz API Integration
To set up integration with Allianz:
1
Log in to RightCapital's Advisor Portal and select the Integrations tab at the top of the screen.
2
Select Allianz API under the integration list on the left.
3
Click "Connect" and enter your Alliance Advisor Center login credentials to proceed.
4
Complete the connection by clicking "Allow".
How to use the Allianz 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
5
Click Integration at the bottom of the screen and select "Allianz".
This button only appears if an integration has already been established
6
Select the client's account from the integration database 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. Linked accounts can be found under the Investment, and Insurance bar on the left of the screen.
