What integrating with Wealthbox does for you
Integrating with Wealthbox syncs household contact information from Wealthbox to RightCapital. Contact information including names and date of birth will be integrated. In order to import a contact from Wealthbox, it must be set up as part of a household and have a valid date of birth.
Integrating with Wealthbox CRM also enables a Single Sign-On from RightCapital into Wealthbox. For more information on using the Single SIgn-On please click here.
How to set up your Wealthbox Integration
To integrate Wealthbox into RightCapital:
1
Log in to RightCapital and navigate to Integrations > Wealthbox.
2
Click the Connect button, then enter your Wealthbox login credentials to
proceed.
3
Complete the connection by clicking Yes, I authorize this request.
4
You will be taken back to RightCapital, and the integration is now complete!
How to use the Wealthbox Integration
Once the integration is set up, you can begin importing contacts from Wealthbox. To do this, click the Import/Link Options button and select one of the following options:
Import Tag Groups
To add contacts from an existing Tag group in Wealthbox, enter the Tag group names into the search box. Once you've selected the desired groups, click the Import button.
Import Clients
To add one or more contacts from Wealthbox, select Import Clients. In the search box, type part of the client’s last name, then click the client’s name to include them in the import. After selecting all desired clients, click the blue Import button.
Link a Client
If you have a client in RightCapital who was not originally imported from Wealthbox, but you’d like to link them to an existing Wealthbox contact, you can use the Link a Client option.
Select the client in RightCapital from the dropdown menu, then enter the last name of the corresponding Wealthbox contact. Once both names are selected, click the blue Link button. This will link the clients, but no contact data will be overwritten until the client is manually synced from the Manage Clients page.
Select the client in RightCapital from the dropdown menu, then enter the last name of the corresponding Wealthbox contact. Once both names are selected, click the blue Link button. This will link the clients, but no contact data will be overwritten until the client is manually synced from the Manage Clients page.
Updating Client Information from Wealthbox
Easily keep your client records up to date by syncing information directly from Wealthbox. Click on the Manage Integration button and select from the following options:
Manage clients
To see all imported and linked clients in Wealthbox, click on Manage Clients. From there, you can choose to sync or disconnect individual clients as needed.
Sync
If any information in Wealthbox has been updated, click Sync to update all the latest household data in RightCapital at once. This includes changes to contacts, addresses, emails, and phone numbers.
Additional Functionality
Please visit the links below to explore additional functionality between Wealthbox and RightCapital:
Disconnect the Integration
To disconnect the integration, go to the Advisor Portal, click on the “...” menu, then select Integrations > Manage Integration, and choose Disconnect Integration.
