RightCapital

Capitect provides an integration with RightCapital. The data feed allows Capitect to automatically send account data (accounts, balances, positions) on a daily basis. 

Here are the steps to get started:

1. Obtain 'Capitect ID' and 'API Key'

  • Navigate to 'Integrations' > API Keys
  • Click 'Add+' > Select RightCapital from the list then 'Create API Key'
  • Copy the Capitect ID and API Key.

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2. Enter API details at RightCapital

  • Login to RightCapital.
  • Navigate to 'Integrations' > 'Capitect'.
  • Enter the 'Capitect ID' and 'API Key' and click "Connect'.

 

 

3. Link Capitect to client accounts

  • Login to RightCapital.
  • Click 'Open Client' next to the client you would like to integrate.
  • Navigate to 'Profile' -> 'Net Worth'.
  • Click 'Link Account' and select "Capitect" from the dropdown menu.
  • Search the clients name from the integrating database.
  • Select the client from Capitect to assign to the current client in RightCapital.
  • Click save to create the connection for the accounts selected (Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen).

 

You can access RightCapital's support documentation for this integration here.