RightCapital leverages technology to make financial planning easy for advisors and their clients, resulting in greater efficiency, stronger relationships, and business growth.
Last updated: 10-23-2023
Interactive, easy-to-use technology
Clear, engaging visualization
Flexibility to match your clients’ needs
Consolidated digital workflows
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Users require both an Addepar account and a RightCapital account.
Access the RightCapital Integration Center.
Navigate to Advisor Portal > Integrations > Addepar.
Connect the integration.
Verify your Addepar login.
Enter your Addepar login credentials – and you’re all set.