Software that connects to RightCapital

8 of the 77 tools we list name a connection to RightCapital on their own site: 4 advisor CRMs and 4 AI tools. RightCapital's own site names 46 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the RightCapital profile

Which way data moves, as each tool describes it

Sends data to RightCapitalTakes data from RightCapitalTwo-way, in the vendor's words

Send data to RightCapital (4)

Finmate AIZocksAdvyzonSmartOffice

RightCapital8 tools connect

Take data from RightCapital (0)

No other tool says it takes data from here. RightCapital's own list is below.

Two-way (1)

Wealthbox

Direction not stated (1)

Jump

Named only (2)

RedtailPitCrew

The rule: every tool we list that names a live connection to RightCapital, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What RightCapital's own site lists

46 companies and products

AI tools (2)

Connects to	What RightCapital's site says	Does the other side list it?	Where we read it
Jump AI tool	Takes data from Jump Works from your meetings, as the vendor describes it Data in: financial planning data captured from recorded meetings	Both sides list it Jump says: "Data moves with RightCapital; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6RightCapital help centre: Jump integration
Zocks AI tool	Takes data from and sends data to Zocks Works from your meetings, as the vendor describes it Data in: financial planning data captured from transcribed meetings Data out: RightCapital contacts that have an email address	Both list it; RightCapital describes more Zocks says: "Sends data to RightCapital".	Checked on the vendor's site · Oct 6RightCapital help centre: Zocks integration

CRMs (4)

Connects to	What RightCapital's site says	Does the other side list it?	Where we read it
Advyzon CRM	Takes data from and sends data to Advyzon Data in: client profiles Data in: position-level account data and some life insurance policy data Data out: RightCapital reports, sent to an Advyzon vault	Both list it; RightCapital describes more Advyzon says: "Sends data to RightCapital".	Checked on the vendor's site · Oct 6RightCapital help centre: Advyzon integration
Redtail CRM	Takes data from and sends data to Redtail Data in: household contact information, including names and dates of birth (no account data) Data out: notes and tasks entered in RightCapital Single sign-on	Both sides list it Redtail says: "Names RightCapital, with no detail".	Checked on the vendor's site · Oct 6RightCapital help centre: Redtail integrationAlso: RightCapital help: notes and tasks in Redtail
SmartOffice CRM	Takes data from SmartOffice Data in: household contact information, including names and dates of birth	Both sides list it, same direction	Checked on the vendor's site · Oct 6RightCapital help centre: SmartOffice integration
Wealthbox CRM	Takes data from and sends data to Wealthbox Data in: household contact information, including names and dates of birth Data out: notes and tasks entered in RightCapital Single sign-on	Both sides list it, same direction	Checked on the vendor's site · Oct 6RightCapital help centre: Wealthbox integrationAlso: RightCapital help: notes and tasks in Wealthbox

Custodians (15)

Connects to	What RightCapital's site says	Does the other side list it?	Where we read it
Altruist Custodian	Takes data from Altruist Data in: position-level account data	See what connects to Altruist	Checked on the vendor's site · Oct 6RightCapital help centre: Altruist integration
Apex Custodian	Takes data from Apex Recorded as "Apex Fintech Solutions" Data in: position-level account data	We don't list Apex	Checked on the vendor's site · Oct 6RightCapital help centre: Apex Fintech Solutions integration
Axos Advisor Services Custodian	Takes data from Axos Advisor Services Data in: position-level account data	We don't list Axos Advisor Services	Checked on the vendor's site · Oct 6RightCapital help centre: Axos Advisor Services integration
Betterment Custodian	Takes data from Betterment Recorded as "Betterment Advisor Solutions" Data in: position-level account data	We don't list Betterment	Checked on the vendor's site · Oct 6RightCapital help centre: Betterment Advisor Solutions integration
Fidelity Custodian	Takes data from Fidelity Data in: position-level account data	See what connects to Fidelity	Checked on the vendor's site · Oct 6RightCapital help centre: Fidelity integration
First Clearing Custodian	Takes data from First Clearing Recorded as "First Clearing (including TradePMR)" Data in: position-level data, updated nightly	We don't list First Clearing	Checked on the vendor's site · Oct 6RightCapital help centre: First Clearing (including TradePMR) integration
Folio Custodian	Takes data from Folio Recorded as "Folio Institutional" Data in: position-level account data	We don't list Folio	Checked on the vendor's site · Oct 6RightCapital help centre: Folio Institutional integration
Interactive Brokers Custodian	Takes data from Interactive Brokers Data in: position-level account data	We don't list Interactive Brokers	Checked on the vendor's site · Oct 6RightCapital help centre: Interactive Brokers integration
LPL Financial Custodian	Takes data from LPL Financial Recorded as "LPL Financial (ClientWorks)" Data in: position-level account data and household data Single sign-on	We don't list LPL Financial	Checked on the vendor's site · Oct 6RightCapital help centre: LPL Financial (ClientWorks) integration
Pershing Custodian	Takes data from Pershing Recorded as "BNY Pershing" Data in: position-level account data Single sign-on	See what connects to Pershing	Checked on the vendor's site · Oct 6RightCapital help centre: BNY Pershing integrationAlso: RightCapital help: BNY Mellon \| Pershing SSO
Raymond James Custodian	Takes data from Raymond James Data in: position-level account data	We don't list Raymond James	Checked on the vendor's site · Oct 6RightCapital help centre: Raymond James integration
RBC Custodian	Takes data from RBC Recorded as "RBC Clearing & Custody" Data in: position-level account data	We don't list RBC	Checked on the vendor's site · Oct 6RightCapital help centre: RBC Clearing & Custody integration
Schwab Custodian	Takes data from Schwab Recorded as "Charles Schwab" Data in: position-level account data	See what connects to Schwab	Checked on the vendor's site · Oct 6RightCapital help centre: Charles Schwab integration
SEI Custodian	Takes data from SEI Data in: position-level account data Single sign-on	We don't list SEI	Checked on the vendor's site · Oct 6RightCapital help centre: SEI integrationAlso: RightCapital help: SEI SSO
TradePMR Custodian	Takes data from TradePMR Recorded as "First Clearing (including TradePMR)" Data in: position-level data, updated nightly	We don't list TradePMR	Checked on the vendor's site · Oct 6RightCapital help centre: First Clearing (including TradePMR) integration

Other software (25)

Connects to	What RightCapital's site says	Does the other side list it?	Where we read it
Addepar Other software	Takes data from Addepar Data in: position-level account data	See what connects to Addepar	Checked on the vendor's site · Oct 6RightCapital help centre: Addepar integration
Advisor360 Other software	Names Advisor360, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Advisor360	Checked on the vendor's site · Oct 6RightCapital integrations page
Albridge Other software	Takes data from Albridge Data in: position-level account data	We don't list Albridge	Checked on the vendor's site · Oct 6RightCapital help centre: Albridge integration
Allianz Life Other software	Takes data from Allianz Life Data in: life insurance, annuity and position-level account data	We don't list Allianz Life	Checked on the vendor's site · Oct 6RightCapital help centre: Allianz Life integration
AssetMark Other software	Takes data from AssetMark Recorded as "AssetMark (eWealthManager)" Data in: household and investment account data Single sign-on	We don't list AssetMark	Checked on the vendor's site · Oct 6RightCapital help centre: AssetMark (eWealthManager) integration
Black Diamond Other software	Takes data from and sends data to Black Diamond Data in: position-level account data Data out: RightCapital reports, sent to the client's Black Diamond Timeline Single sign-on	See what connects to Black Diamond	Checked on the vendor's site · Oct 6RightCapital help centre: Black Diamond integration
Blueleaf Other software	Takes data from Blueleaf Data in: position-level account data and bank account balances	We don't list Blueleaf	Checked on the vendor's site · Oct 6RightCapital help centre: Blueleaf integration
Broadridge Wealth Aggregation and Insights Other software	Takes data from Broadridge Wealth Aggregation and Insights Data in: position-level account data	We don't list Broadridge Wealth Aggregation and Insights	Checked on the vendor's site · Oct 6RightCapital help centre: Broadridge Wealth Aggregation and Insights integration
Capitect Other software	Takes data from Capitect Data in: position-level account data, plus bank account, credit card and loan balances	We don't list Capitect	Checked on the vendor's site · Oct 6RightCapital help centre: Capitect integration
CircleBlack Other software	Takes data from CircleBlack Data in: position-level account data	We don't list CircleBlack	Checked on the vendor's site · Oct 6RightCapital help centre: CircleBlack integration
Dispatch Other software	Names Dispatch, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Dispatch	Checked on the vendor's site · Oct 6RightCapital integrations page
DST Vision Other software	Takes data from DST Vision Data in: position-level account data	We don't list DST Vision	Checked on the vendor's site · Oct 6RightCapital help centre: DST Vision integration
Flourish Other software	Takes data from Flourish Data in: Flourish Cash balances and Flourish Annuities contract data	We don't list Flourish	Checked on the vendor's site · Oct 6RightCapital help centre: Flourish integration
Jackson Other software	Takes data from Jackson Data in: position-level account data	We don't list Jackson	Checked on the vendor's site · Oct 6RightCapital help centre: Jackson integration
MaxMyInterest Other software	Takes data from MaxMyInterest Data in: checking and savings account balances	We don't list MaxMyInterest	Checked on the vendor's site · Oct 6RightCapital help centre: MaxMyInterest integration
Morningstar Advisor Workstation Other software	Data moves with Morningstar Advisor Workstation; the vendor doesn't say which way Direction not stated: Morningstar Advisor Workstation reports generated from client account holdings	We don't list Morningstar Advisor Workstation	Checked on the vendor's site · Oct 6RightCapital help centre: Morningstar Advisor Workstation integration
my529 Other software	Takes data from my529 Data in: position-level account data	We don't list my529	Checked on the vendor's site · Oct 6RightCapital help centre: my529 integration
Nationwide Advisory Other software	Takes data from Nationwide Advisory Data in: position-level account data	We don't list Nationwide Advisory	Checked on the vendor's site · Oct 6RightCapital help centre: Nationwide Advisory integration
Nitrogen Other software	Takes data from Nitrogen Data in: model portfolios with their Risk Numbers Data in: position-level account data	See what connects to Nitrogen	Checked on the vendor's site · Oct 6RightCapital help centre: Nitrogen integration
Orion Other software	Takes data from Orion Data in: position-level account data Single sign-on	See what connects to Orion	Checked on the vendor's site · Oct 6RightCapital help centre: Orion integration
Pacific Life Other software	Takes data from Pacific Life Data in: annuity account data (variable, fixed, fixed index and registered index-linked)	We don't list Pacific Life	Checked on the vendor's site · Oct 6RightCapital help centre: Pacific Life integration
Panoramix Other software	Takes data from Panoramix Data in: position-level account data	We don't list Panoramix	Checked on the vendor's site · Oct 6RightCapital help centre: Panoramix integration
PreciseFP Other software	Takes data from and sends data to PreciseFP Data in: client contact information, goals, income and expenses Data out: some plan information, such as income and goals	See what connects to PreciseFP	Checked on the vendor's site · Oct 6RightCapital help centre: PreciseFP integration
Tamarac Other software	Takes data from Tamarac Data in: position-level account data	See what connects to Tamarac	Checked on the vendor's site · Oct 6RightCapital help centre: Tamarac integration
Wealth Access Other software	Takes data from Wealth Access Data in: position-level account data, plus bank and loan balances	We don't list Wealth Access	Checked on the vendor's site · Oct 6RightCapital help centre: Wealth Access integration

CRMs that connect to RightCapital

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names RightCapital, with no detail Recorded as "Right Capital" Listed on the vendor's site, with no detail on what moves RightCapital's own site lists it too, and says: "Takes data from and sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Two-way with RightCapital Two-way: notes and tasks RightCapital's own site lists it too, same direction.	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Advyzon	Sends data to RightCapital Recorded as "Right Capital" Data out: client data RightCapital's own site lists it too, and says: "Takes data from and sends data to Advyzon".	Checked on the vendor's site · Oct 6Advyzon integrations page	No price found Connection cost: Advyzon publishes no pricing for us to read.
SmartOffice	Sends data to RightCapital Data out: household data RightCapital's own site lists it too, same direction.	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

AI tools that connect to RightCapital

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Finmate AI	Sends data to RightCapital (through PreciseFP) Recorded as "RightCapital (via PreciseFP)" Data out: client financial data, connected via PreciseFp	Checked on the vendor's site · Oct 13FinMate AI Notetaker page	$39 a month for one person Connection cost: not checked yet.
Zocks	Sends data to RightCapital Data out: 200+ fields from conversations RightCapital's own site lists it too, and says: "Takes data from and sends data to Zocks".	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Jump	Data moves with RightCapital; the vendor doesn't say which way Direction not stated: financial planning data kept up to date RightCapital's own site lists it too, and says: "Takes data from Jump".	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
PitCrew	Names RightCapital, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)Advyzon (6)Jump (5)Zocks (5)