Partner Integrations
RightCapital partners with dozens of companies to integrate data and provide you with efficiencies across your technology stack. We work with asset custodians, CRMs, performance reporting solutions, and other software providers to import client data and make it easier for you and your clients to access financial plans.
Analytics

Morningstar Advisor Workstation
Integration with Morningstar Advisor Workstation allows you to generate reports based on holdings within your client accounts
Nitrogen
Use our integration to bring over your asset allocation models
CRM
Redtail
Import your client's contact information through our CRM integration partners

SmartOffice
Import your client's contact information through our CRM integration partners
Wealthbox
Import your client's contact information through our CRM integration partners
Custodians / Clearing Firms

Altruist
Integration allows you to easily connect all account information and automatically update values daily

APEX Fintech Solutions
Integration allows you to easily connect all account information and automatically update values daily
Axos Advisor Services
Integration allows you to easily connect all account information and automatically update values daily
Betterment
Integration allows you to easily connect all account information and automatically update values daily
Fidelity
Integration allows you to easily connect all account information and automatically update values daily
FirstClearing
Integration allows you to easily connect all account information and automatically update values daily

Flourish
Integration allows you to easily connect cash balances and annuity contract data, and automatically update values daily
Folio Institutional
Integration allows you to easily connect all account information and automatically update values daily
Interactive Brokers
Integration allows you to easily connect all account information and automatically update values daily
LPL Financial
Integration allows you to easily connect all account information and automatically update values daily

MaxMyInterest
Integration allows you to easily connect all account information and automatically update values daily
my529
Integration allows you to easily connect all account information and automatically update values daily
Pershing
Integration allows you to easily connect all account information and automatically update values daily
Raymond James
Integration allows you to easily connect all account information and automatically update values daily

RBC Clearing & Custody
Integration allows you to easily connect all account information and automatically update values daily
Schwab
Integration allows you to easily connect all account information and automatically update values daily

SEI
Integration allows you to easily connect all account information and automatically update values daily

SSG
Integration allows you to easily connect all account information and automatically update values daily
TradePMR
Integration allows you to easily connect all account information and automatically update values daily
Performance Reporting
Addepar
Integration allows you to import households, connect account information and update values daily
Advisor360
Integration allows you to import households, connect account information and update values daily
Advyzon
Integration allows you to easily connect all account information and automatically update values daily
Allianz Life
Integration allows you to easily connect all account information and automatically update values daily

AssetMark
Integration allows you to easily connect all account information and automatically update values daily
Black Diamond
Integration allows you to easily connect all account information and automatically update values daily
Blueleaf
Integration allows you to easily connect all account information and automatically update values daily
Capitect
Integration allows you to easily connect all account information and automatically update values daily
CircleBlack
Integration allows you to easily connect all account information and automatically update values daily

DST Vision
Integration allows you to easily connect all account information and automatically update values daily

Investigo: Broadridge Wealth
Integration allows you to easily connect all account information and automatically update values daily

Jackson
Integration allows you to easily connect all account information and automatically update values daily
Morningstar Office
Integration allows you to easily connect all account information and automatically update values daily

Nationwide
Integration allows you to easily connect advisory annuity account data from Nationwide into client financial plans in RightCapital
Orion
Integration allows you to easily connect all account information and automatically update values daily

Panoramix
Integration allows you to easily connect all account information and automatically update values daily

PershingX (formerly Albridge)
Integration allows you to easily connect all account information and automatically update values daily
Tamarac
Integration allows you to easily connect all account information and automatically update values daily

Wealth Access
Integration allows you to easily connect all account information and automatically update values daily
Other

Jump
Integration with Jump allows you to connect household data between the two platforms
PreciseFP
Integration with PreciseFP allows you to connect household data between the two platforms