What integrating with Shareholder Services Group (SSG) does for you
Integrating with SSG connects client accounts at SSG 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 evening with the previous night's closing value.
How to set up your SSG integration
In RightCapital's Advisor Portal / Integrations area, this integration option is listed under "Pershing". If you simply scroll down to "S" looking for it, you may miss it as it is located in the "P" section with Pershing.
Send an email to Service@SSGInstitutional.com
Indicate wanting to set up integration with RightCapital
Copy email@example.com on the email
SSG will notify our Support team when your data is available for integration.
- The integration will be available the following Monday (e.g., if RightCapital receives notice on Thursday, December 13th that the integration is set up, you will have access on Monday, December 17th.)
You’ll receive an email from our Support team when your integration is set up and ready to use.
Use SSG integration
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.