Integrating with Altruist connects client accounts at Altruist 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.
To set up an integration with Altruist:
Log into the Altruist platform
Locate the RightCapital button in settings, click connect and authorize Altruist to send files to RightCapital
An email will be generated by Altruist to RightCapital support team to request the Altruist Integration
You will receive an email from RightCapital Support when your integration is setup and ready for use (The whole process usually takes 3-5 business days).
Once the integration is set up, link client accounts:
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Click + Link Account and select “Altruist” from the dropdown menu.
This button only appears if the integration has been established
Search for the client’s name from the integrating database
Select accounts (using check boxes in the “Link” column) to assign to the current client.
Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.