Integrating with Blueleaf connects client information in Blueleaf to a client in RightCapital. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
Contact information from Blueleaf is not synced; utilize a CRM integration and then connect the Blueleaf information.
Bank account balances entered in Blueleaf are pulled in, but not transaction-level information. We also do not currently pull in loan information entered in Blueleaf.
To set up integration with Blueleaf:
Enter your Blueleaf API key/token.
Once the integration is set up, link client accounts:
Log in to RightCapital
This button only appears if an integration has already been established
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.