For advisors that have the Wealthbox integration enabled, RightCapital notes and tasks for linked households will be visible within Wealthbox. This enables greater interconnectivity between RightCapital and your CRM, empowering you to more easily track client progress and plan details.
How to View RightCapital Notes in Wealthbox
Once a note is entered in RightCapital, the note will automatically display on both the advisor dashboard and contact record page in Wealthbox. Additionally, if a note is updated in RightCapital, the update will also be made in Wealthbox. Any updates made in Wealthbox will not sync back to RightCapital.
To learn more about adding Notes in RightCapital, click here.
How to View RightCapital Tasks in Wealthbox
Once a task is entered in RightCapital, the task will automatically display on both the advisor dashboard and contact record page in Wealthbox. Additionally, if a task is updated or deleted in RightCapital, the update will also be made in Wealthbox. Any updates made in Wealthbox will not sync back to RightCapital.
To learn more about adding Tasks in RightCapital, click here.
For advisors integrated before this functionality was released (April 16th, 2025), only newly created notes and tasks will sync between Wealthbox and RightCapital. Notes and tasks created before this date will not be retroactively synced.
Disable Note Syncing
This will prevent any new notes from syncing to Redtail. Existing notes that have already been synced will remain visible and will not be removed.
Disable Task Syncing
Disabling this setting will stop future tasks from syncing, but all previously synced tasks will still be visible and will not be deleted.
