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 Advisor Solutions 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:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select RightCapital from the list and click Connect to RightCapital.
- You will see confirmation that the integration has been enabled and data will be sent to RightCapital within one business day.
- 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.
