Integrating RightCapital with CircleBlack connects client information in CircleBlack to a client in RightCapital. Once linked, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. CircleBlack is further enhancing this impactful integration so that Advisors can continue to leverage the power of RightCapital.
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Integrations | Enhanced RightCapital Integration
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