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Why?

What?

How?

Setting Up the RightCapital Integration

Using the RightCapital Integration

Importing and Syncing

RightCapital Notes in Redtail

RightCapital Tasks in Redtail

Import Multiple Contacts from Redtail using Tag Groups

Import Individual Contacts from Redtail

Link a Redtail Contact to a RightCapital Contact

Single Sign-On (SSO)

RightCapital Resources

 

Why?

• Automatically sync contacts, notes, and tasks between RightCapital and Redtail. No more manual copying or deleting entries!
  
  
• Keep your important notes and tasks updated in both systems in real-time, helping ensure nothing falls through the cracks.
  
  
• Quickly bring in multiple clients or link existing contacts, saving time and reducing setup headaches.
  
  
• Focus on what matters. Let the integration handle the busywork. Spend more time planning for clients and growing your practice.

 

 

 

What?

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. When used with Redtail CRM, advisors get a streamlined syncing experience with quick access to Redtail using single sign-on options. Take the tedium out of copying data from one system to another by bringing your contacts from Redtail CRM into RightCapital. Have important notes or tasks in RightCapital? Use the two-way integration to sync those items from RightCapital into Redtail CRM.

 

 

 

How?

Setting Up the RightCapital Integration

• Log in to your RightCapital account.
  
  
• (1) Navigate to Advisor Portal > Integrations
  
  
• (2) Search for and select Redtail
  
  
• (3) Enter your Redtail login credentials and click Connect.

 

 

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Using the RightCapital Integration

Importing and Syncing

• After the initial setup with the Redtail Integration, choose what you want imported:
  • Send Notes to Redtail - Notes from RightCapital are sent to Redtail.
    
    
  • Send Tasks to Redtail - Tasks from RightCapital are sent to Redtail.
    
    
• Use the Import/Link Options Menu to choose how you are importing contacts from Redtail:
  • Import Tag Groups - Import multiple contacts from Redtail to RightCapital.
    
    
  • Import Clients - Import individual contacts from Redtail to RightCapital.
    
    
  • Link a Client - Link a client in RightCapital to an existing Redtail contact.

 

 

 

• To sync or disconnect the integration, use the Manage Integration Menu:
  • Manage clients - Shows a list of contacts already tied to the integration with the options to individually Sync or Disconnect.
    
    
  • Sync - Syncs the integration between Redtail and RightCapital.
    
    
  • Disconnect Integration - Severs the connection between Redtail and RightCapital.

 

 

 

 

 

 

RightCapital Notes in Redtail

• Notes automatically display on both the advisor dashboard and the client’s page in Redtail.
  
  
• If a note is deleted in RightCapital, the note is deleted in Redtail.
  
  
• Any updates made in Redtail do not sync back to RightCapital.

 

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RightCapital Tasks in Redtail

• Tasks automatically display on both the advisor dashboard and the client’s page in Redtail.
  
  
• If a task is updated or deleted in RightCapital, the update is also made in Redtail.
  
  
• Any updates made in Redtail do not sync back to RightCapital.

 

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Import Multiple Contacts from Redtail using Tag Groups

• Use "Import Tag Groups" from the Import/Link Options Menu.
  
  
• (1) Enter the tag group names into the search box.
  
  
• (2) Select the desired groups and click the "Import" button.

 

 

 

 

 

Import Individual Contacts from Redtail

• Use "Import Clients" from the Import/Link Options Menu.
  
  
• In the search box, begin typing the client’s last name.
  
  
• Click the client’s name to include them in the import.
  
  
• After selecting all the desired clients, click the blue Import button.

 

 

 

Link a Redtail Contact to a RightCapital Contact

If you have a client in RightCapital who was not originally imported from Redtail but would like to add them to an existing Redtail contact, use the Link a Client option.

 

• Use "Link a Client" from the Import/Link Options Menu.
  
  
• Select the client in RightCapital from the dropdown menu
  
  
• Enter the last name of the corresponding Redtail contact.
  
  
• Once both names are selected, click the blue Link button.
  
  
• No contact data is overwritten until the client is manually synced from the Manage Clients page.

 

 

 

Single Sign-On (SSO)

• Single Sign-On (SSO) is available from RightCapital into Redtail using the Single Sign-On icon at the top right of your RightCapital account.

 

 

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RightCapital Resources

RightCapital Website