How to set up an integration with RightCapital

This article will show you how to set up an integration with RightCapital, which will allow you to see financial plan metrics in the client portal.

Note: if you have multiple advisors set up, RightCapital will display to your clients according to the marketing contact setting. This means each advisor will need to follow these steps to integrate with their own RightCapital login.

First, go to your settings from the Advisor dashboard:

Then click "3rd Party Integrations"

Next click "Authenticate with RightCapital"

You will be prompted to log into RightCapital, and authorize access for Blueleaf.

Once successful, you'll be redirected back to Blueleaf

Our system will automatically link clients where the email address in Blueleaf matches the email address in RightCapital.

Note: If you add a new client to RightCapital in the future, return to this page and click "sync households"

Viewing RightCapital metrics in the client portal

Linking RightCapital will enable a "Planning" tab in the client portal, where the client can view the probability of success of their financial plan

The Retirement Analysis section will also display the asset simulation chart for their financial plan