At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.
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RightCapital Financial Planning Software Announces Integration with Schwab Advisor Services ™ API Platform
Data integration will allow RightCapital users seamless access to the Schwab Advisor Center® platform
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SHELTON, Conn., April 28, 2021 /PRNewswire/ RightCapital, Inc. (RightCapital), a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans today announced its first API integration with Schwab Advisor Center
®, expanding their current integration with the custodian. The integration links accounts on Schwab Advisor Center directly to the RightCapital platform, saving advisors time and reducing the possibility for data entry errors.
Franklin Templeton-owned AdvisorEngine is integrating with Schwab Advisor Center in a move that will provide full portfolio management functionality to advisors using both, according to an announcement from AdvisorEngine.
The custodial integration with Schwab is a step up from the CRM-level integration between AdvisorEngine’s Junxure and Schwab’s Digital Account Opening, completed in 2019. There is real-time data flow between the two entities, according to AdvisorEngine CEO Rich Cancro.
In addition to the integration, AdvisorEngine will be redesigning and reconfiguring Junxure, said Cancro. The remodeling will evolve into “full integration of data and login between the CRM and portfolio management functionality,” he said, eventually creating “a unified offering.”