Advisors, we are thrilled to share that Altruist’s integration with RightCapital is live today.
Our top priority is making sure you have the resources you need to do your best work and better support clients. This drives how we approach enhancements to our platform, including prioritizing integrations with leading tech solutions such as Riskalyze, Wealthbox, and now RightCapital.
We've heard from many advisors that providing a more holistic, comprehensive financial planning experience is becoming increasingly important in their practice. Being able to access up-to-date client portfolio data is crucial in creating the most accurate financial plans for their clients. The integration with RightCapital will be a powerful tool for advisors as they support clients in reaching their financial goals.
With the integration, advisors can now:
Gain an accurate view of client portfolios within RightCapital: Bring in position-level client account data directly from Altruist into RightCapital, and link them to the client's Net Worth tab.
Make data-driven recommendations: Strengthen your advice by working with the client’s most up-to-date financial information.
“We’re excited to partner with Altruist to help advisors do their best work,” said Ted Denbow, VP of Sales at RightCapital. “Altruist is a popular choice in the independent financial advisor community, and this data integration will add a lot of value and efficiency in their day-to-day work with clients.”
At Altruist, we’re focused on building a simpler yet more powerful tech stack so advisors can deliver great independent financial advice to more people while saving time and operational costs. Collaborating with RightCapital is just one more way we’re delivering on that goal.
Additional resources for advisors:
Join Altruist and RightCapital on June 2 at 10 a.m. PT (1 p.m. ET) for a deep dive into how to maximize our data integration for your clients. Register today.
To set up your Altruist-RightCapital connection, refer to this article from RightCapital’s Help Center.