Integrating with Right Capital connects CircleBlack account data (account names, balances, etc.) 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. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
Note: Contact (or client) information from CircleBlack is not synced; utilize a CRM integration and then connect the CircleBlack information.
To set up your CircleBlack-Right Capital integration:
- Confirm Right Capital integration access with CircleBlack Customer Success Team (help@circleblack.com)
- CircleBlack Customer Success Team will ensure your Advisor ID’s are configured on our back-end and provide you your Advisor IDs to enter in Right Capital
- Once that configuration is complete, login to your instance of Right Capital → Advisor Portal → Integrations → CircleBlack
- Enter your Advisor ID and click the Connect button
Once your CircleBlack and Right Capital integration is connected, you can refer to Right Capital’s help guide to link client accounts and view CircleBlack account data in Right Capital.