What integrating with Redtail does for you

Integrating with Redtail allows household contact information from Redtail to sync into RightCapital. Contact information, including names and date of birth, will be connected. At this time RightCapital does not retrieve any account information from Redtail. For information on using the single sign-on into Redtail from RightCapital click here.

How to set up your Redtail integration


Navigate to Advisor Portal > Integrations > Redtail.


Enter your login credentials to Redtail


Click Connect – voila! You’re integrated!

How to use the Redtail integration

Once the integration is created, import individual contacts from Redtail with the following process:

To add a contact from Redtail, click Import:
Click into the search box and type in a portion of the name of the client you want to import and hit or click on Search.

A list of matching names will appear with an Import option on the right side, under the “Status” column.

Click Import to add the client. Once imported, the client information and that of their family will populate in the client list in the Advisor Portal in RightCapital.

Updating Client Information from Redtail

To update client information, enter the information in Redtail. To populate updated information in RightCapital,


Navigate to Advisor Portal > Integrations > Redtail


Click on the Sync button to update all clients or click on Import button to access all of the clients that have been imported from Redtail, then choose to Sync individual clients.

If you wish to remove the connection to Redtail you can click Disconnect. The client's information will remain in RightCapital.

To completely delete information from RightCapital, delete the entire client by selecting the client's name in the client list and clicking on the 'X' that shows next to their name.

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For additional assistance within RightCapital please contact our Support team.

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