Apex Fintech Solutions - RightCapital Help Center

What integrating with Apex Fintech Solutions does for you

Integrating with Apex Fintech Solutions connects client accounts at Apex to RightCapital. Once integrated, RightCapital pulls 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 Apex Fintech Solutions:

Submit a ticket to Apex Service Center (Zendesk) to request access to the RightCapital data feed.

Specify the requested access level: Correspondent Level, Branch Level, or Rep Level.

Provide Branch code, Repcode, and Correspondent code (if applicable).

Once Apex reviews the data feed request, an email will be sent by Apex to RightCapital Support Team to request the integration.

You will receive an email from RightCapital Support when your integration is set up and ready for use.

Please note:

The integration process usually takes 3-5 business days.

How to use the Apex Fintech Solutions integration

Once the integration is set up, link client accounts:

Click 'Open Client' next to the client you'd like to integrate.

Navigate to Profile > Net Worth (or the 4^th step in the data entry workflow if this is a new client).

Click '+ Link Account' and select "Apex Fintech Solutions" from the dropdown menu. This button only appears if the integration has been established.

Search for the account number or name of the account owner from the integrated database.

Select accounts (using checkboxes 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.