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.
To set up integration with Allianz:
Log in to RightCapital's Advisor Portal and select the Integrations tab at the top of the screen.
Select Allianz API under the integration list on the left.
Click "Connect" and enter your Alliance Advisor Center login credentials to proceed.
Complete the connection by clicking "Allow".
Once the integration is set up, link client accounts:
Open Client next to the client you’d like to integrate
Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Integration at the bottom of the screen and select "Allianz".
This button only appears if an integration has already been established
Select the client's account from the integration database using the check boxes in the “Link” column) to assign to the
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. Contact Us
For additional assistance within RightCapital please contact our Support team.
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