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
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
AssetBook
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
Betterment
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
Bridge FT
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
FinFolio
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
PreciseFP
Integration with PreciseFP allows you to connect household financial data between the two platforms