What integrating with Investigo: Broadridge Wealth does for you
Integrating with Investigo connects client accounts at Investigo to 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 morning with the previous day's closing value.
How to set up your Investigo integration
To connect your RightCapital account with Investigo, you will need to:
1
Navigate to https://data.broadridge.com.
2
Input your Investigo credentials and enter your MFA verification. A token will be sent to your email address. Enter the token value into the screen to continue.
3
Once logged in, you will be redirected to the home portal, click the Administration tab, and select the “User-Edit”.
4
Click on the tab that says ‘API Keys’, and you will find two sections named “Generate New API Key” and “API Keys”, you can create a new API Key, then copy Public Key and Private Key pairs into RightCapital and click connect button.
API Key generation entitlement is only enabled for users who request it. If you do not have access to generate an API Key, please reach out to the Broadridge support team to request that access.
How to use the Investigo integration
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 in the data entry workflow if this is a new client).
4
Click + Link Account and select “Investigo” from the dropdown menu.
Note: This button only appears if the integration has been established.
5
Search for the account number or name of the account owner.
6
Select accounts (using checkboxes in the “Link” column) to assign to the current client.
7
Save to create the connection for the accounts selected. Integrated accounts will then appear under the Bank, Investment, and Insurance sections on the left side of the Net Worth screen.
Please Note
- Bank account balances entered in Investigo are pulled in, but not transaction-level information.
- Contact information from Investigo is not synced; utilize a CRM integration and then connect the Investigo information.
