Blog/ Partner Updates

RightCapital’s Financial Planning Software Integrates with Wealthbox CRM

Data exchange between complementary products offers simplicity for financial advisors.

September 6, 2016


The RightCapital is in the Box

Financial advisors: Today team Wealthbox is happy to announce a new integration with RightCapital, a new financial planning software tool that’s gained traction in the advisor tech space due to its simple design and innovative features.


Users of RightCapital’s web-based financial planning software and Wealthbox CRM now have the ability to transfer client data from Wealthbox to RightCapital with ease. Moreover, advisors can import existing client data with a simple click. The RightCapital and Wealthbox integration also has a single sign-on feature, providing advisors with time-saving simplicity.


In a release issued by RightCapital, Shuang Chen, its CEO, said, “We are excited about our integration with Wealthbox CRM,” adding “Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

For our part as we noted in the release, we’re delighted to partner with RightCapital. Our companies share a product design aesthetic that creates simplicity for financial advisors and this integration advances elegant software design in the advisor tech ecosystem.

Webinar Demo

Watch the webinar, held by RightCapital and Wealthbox, that provides a demo of this integration.

Wealthbox users: To enable the RightCapital integration, log into RightCapital, enable the integration and allow access to your Wealthbox account. Once enabled, RightCapital will display as an option in the “Send to” dropdown of a contact record in Wealthbox. To disable, you can go to “Personal Settings” and “Authorized Applications” to revoke access.

Upcoming Event

You can catch a wave and catch our companies exhibiting our products and showcasing this integration at the upcoming XY Planning Network Conference held in San Diego, September 18 – 21.

The Wealthbox API

wealthbox-api-box__smallThis latest Wealthbox integration has been enabled by the Wealthbox API. Stay tuned for more integration partner announcements enabled through the Wealthbox API platform. Advisor tech partners: Learn more.

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