Overview
RightCapital is a modern financial planning solution. Their software is built to make the financial planning process a breeze for advisors and clients.
The integration between Betterment for Advisors and RightCapital enables advisors to easily connect all account information so that values automatically update daily in RightCapital.
The information sent to RightCapital includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Email support@bettermentforadvisors.com and request to enable the integration for your firm.
- Our team will set up the integration for your firm and let RightCapital know. This can take a few business days.
- Once the integration has been enabled, RightCapital will reach out directly with next steps.
Please note that the integration will only work for advisors that have funded client accounts on the Betterment platform.
