RightCapital Logo
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.

Two interlocked puzzle pieces

CRM

Redtail CRM logo
Redtail
Import your client's contact information through our CRM integration partners
SmartOffice CRM logo
SmartOffice
Import your client's contact information through our CRM integration partners
Wealthbox CRM logo
Wealthbox
Import your client's contact information through our CRM integration partners

Performance Reporting

Addepar
Integration allows you to import households, connect account information and update values daily
Advisor360 logo
Advisor360
Integration allows you to import households, connect account information and update values daily
Advyzon logo
Advyzon
Integration allows you to easily connect all account information and automatically update values daily
Albridge logo
Albridge
Integration allows you to easily connect all account information and automatically update values daily
Allianz logo
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 logo
Betterment
Integration allows you to easily connect all account information and automatically update values daily
Black Diamond logo
Black Diamond
Integration allows you to easily connect all account information and automatically update values daily
Blueleaf logo
Blueleaf
Integration allows you to easily connect all account information and automatically update values daily
Bridge FT logo
Bridge FT
Integration allows you to easily connect all account information and automatically update values daily
Capitect logo
Capitect
Integration allows you to easily connect all account information and automatically update values daily
CircleBlack logo
CircleBlack
Integration allows you to easily connect all account information and automatically update values daily
DST Vision logo
DST Vision
Integration allows you to easily connect all account information and automatically update values daily
FinFolio logo
FinFolio
Integration allows you to easily connect all account information and automatically update values daily
Morningstar Office logo
Morningstar Office
Integration allows you to easily connect all account information and automatically update values daily
 Orioin logo
Orion
Integration allows you to easily connect all account information and automatically update values daily
Panoramix logo
Panoramix
Integration allows you to easily connect all account information and automatically update values daily
Portfolio Pathway logo
Portfolio Pathway
Integration allows you to easily connect all account information and automatically update values daily
Envestnet Tamarac logo
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

Custodians / Clearing Firms

Axos Advisor Services logo
Axos Advisor Services
Integration allows you to easily connect all account information and automatically update values daily
Fidelity logo
Fidelity
Integration allows you to easily connect all account information and automatically update values daily
FirstClearing logo
FirstClearing
Integration allows you to easily connect all account information and automatically update values daily
Folio Institutional logo
Folio Institutional
Integration allows you to easily connect all account information and automatically update values daily
Interactive Brokers logo
Interactive Brokers
Integration allows you to easily connect all account information and automatically update values daily
LPL Financial logo
LPL Financial
Integration allows you to easily connect all account information and automatically update values daily
my529 logo
my529
Integration allows you to easily connect all account information and automatically update values daily
BNY Mellon Pershing logo
Pershing
Integration allows you to easily connect all account information and automatically update values daily
Raymond James logo
Raymond James
Integration allows you to easily connect all account information and automatically update values daily
Schwab OpenView MarketSquare logo
Schwab
Integration allows you to easily connect all account information and automatically update values daily
SEI logo
SEI
Integration allows you to easily connect all account information and automatically update values daily
SSG logo
SSG
Integration allows you to easily connect all account information and automatically update values daily
TD Ameritrade Veo logo
TD Ameritrade
Integration allows you to easily connect all account information and automatically update values daily
TradePMR logo
TradePMR
Integration allows you to easily connect all account information and automatically update values daily

Analytics

Morningstar Advisor Workstation logo
Morningstar Advisor Workstation
Integration with Morningstar Advisor Workstation allows you to generate reports based on holdings within your client accounts
Riskalyze logo
Riskalyze
Use our integration to bring over your asset allocation models