Integrations /Financial Planning
Get started with Wealthbox + RightCapital
Modern CRM integrated with innovative financial planning software.
Integrations /Financial Planning
Modern CRM integrated with innovative financial planning software.
Overview
RightCapital offers powerful financial planning software that enables advisors to simplify and personalize the planning experience for their clients. The integration with Wealthbox allows advisors to streamline workflows between their CRM and financial planning tools for greater efficiency and visibility. With single sign-on functionality, users can quickly access RightCapital from Wealthbox and transfer client contact information with just one click—eliminating manual data entry and keeping client records in sync.
The integration also automatically syncs notes and tasks created in RightCapital directly into Wealthbox. Advisors can view these notes and tasks in the Wealthbox Contact Record, allowing for a centralized view of client activity and improved collaboration across teams. Updates made in RightCapital are reflected in Wealthbox in real-time, helping advisors stay organized and responsive throughout the planning process.
Send contact details to RightCapital with the click of a button.
RightCapital notes and tasks automatically sync to Wealthbox, giving advisors a unified view of client activity.
“We're excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform.”
Dain Runestad
SVP, Product at RightCapital
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