RightCapital Enhances Wealthbox Integration with Real-Time Notes and Tasks Sync

Wealthbox is excited to announce enhancements to our integration with RightCapital, enabling advisors to view RightCapital Notes and Tasks directly within Wealthbox. These enhancements deliver real-time visibility into planning activity, allowing advisors to streamline workflows and improve collaboration. After several years of partnership, this next step brings even deeper platform integration.

Previously, with the RightCapital and Wealthbox integration, advisors could sync household data between platforms to support financial planning workflows. However, detailed client tasks and planning notes remained siloed in RightCapital.

With the new integration enhancements, advisors can now see all notes and tasks entered in RightCapital automatically displayed in the Wealthbox Contact Record. Updates made in RightCapital will reflect in Wealthbox in real time, creating a more connected, transparent view of client activity and progress.

Join us for a live webinar on Tuesday, May 6th at 2:00 PM ET to learn more about the integration between RightCapital + Wealthbox.

Dain Runestad, SVP, Product at RightCapital

“We’re excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform,” said Dain Runestad, SVP, Product at RightCapital. “As financial planners grow and scale their practices, it becomes increasingly important to leverage a streamlined tech stack. With this enhanced integration, advisors can ensure they’re taking the proper steps to keep their clients on track to achieve their goals.”

“This RightCapital and Wealthbox integration enhancement is another example of our commitment to providing advisors with a seamless CRM experience,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “By bringing more actionable planning data into Wealthbox, advisors can work more efficiently, stay aligned as a team, and deliver greater value to their clients.”

Charlie Fargo, Head of Product Partnerships at Wealthbox

How it works

Once the integration is enabled, any notes or tasks created in RightCapital will automatically sync into Wealthbox. These updates will appear on the Wealthbox Contact Record page, giving advisors a consolidated view of client activity without needing to switch platforms.

Any updates made to notes or tasks in RightCapital will also be reflected in Wealthbox, ensuring advisors always have access to the most current information.

It’s important to note that the sync is one-way—updates made in Wealthbox will not transfer back to RightCapital. Additionally, only notes and tasks created after April 15, 2025, will sync between the platforms; items created prior to that date will not be retroactively imported. To take advantage of this functionality, client households must be linked between Wealthbox and RightCapital.