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Info

Introduction: This guide describes a configuration necessary to integrate Docupace and RightBRIDGE.

Table of Contents

Change Log:

Date

Changes

January 2022

Provided comprehensive documentation about integration between RightBRIDGE and Docupace including configuration and implementation flow.

Audience: Docupace and RightBRIDGE Administrators, Financial Professionals, and Advisors.

Functionality: Integration between Docupace and RightBRIDGE ensures the following benefits:

  • The safe transition of documentation from proposal to account opening.

  • Quick access to the preferred tools directly from Docupace.

  • Reduce the duplicated data entry for Advisors.

  • Form prefilling within Docupace from RightBRIDGE data storage.

  • Loading and indexing of RightBRIDGE reports in Docupace.

Overview

RightBRIDGE is a third-party system from Capital Rock and is used to determine the suitability of proposed products or accounts. RightBRIDGE has three different modules that it uses:

  1. An Annuity wizard, which reviews, annuities,

  2. An Investment wizard, which goes over mutual funds and brokerage accounts,

  3. A Life Insurance wizard.

Docupace integration with RightBRIDGE to provide the advisors the ability to use the RightBRIDGE to select the product and have RightBRIDGE send Docupace the data to populate the new account opening paperwork in Docupace.

RightBRIDGE Configuration

Note: The integration process might be slightly different for you due to your product preferences.

Complete the RighBridge Product Profile and applicable wizards.

To configure the integration in RightBridge, perform the following actions:

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Log in to RightBRIDGE Product Profiler using your credentials.

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Click Create a New Case to create a new item.

There are five sections to be configured. Fill out required details in the given questionnaire.

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Fill out the fields in the Client Information section:

First Name - enter the first name of the client.

Last Name - enter the last name of the client.

Case Description - describe the case.

Age - enter the age of the client.

Marital Status - click appropriate button to select marital status.

Employment Status - select the status from the dropdown.

Click Next -> to continue to the next section.

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In the Objective section:

Select the Purpose of the investment -

  • Retirement or

  • Other Non-qualified Need.

Enter the Client Retirement Age.

Select the Method to use to determine the client’s time horizon -

  • Use Distance To Retirement or

  • Specify Number of Years.

Select the Retirement goal type -

  • Use a Percent of Earned Income or

  • Use a Dollar Amount.

Select the Retirement income goal method -

  • Spend down all my investment assets or

  • Use a percentage of assets each year.

Select the Retirement contributions -

  • Percentage

  • Dollar Amount or

  • No Contribution.

Specify, if the plan offers a Matching contributions -

  • Match Unavailable

  • Maximized

  • Not Maximized or

  • Don’t know.

Click Next -> to continue to the next section.

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In the Rollover section:

Specify if the client have assets that he/she may consider rolling over:

  • No Assets to Rollover or

  • Add Rollover Account.

Search for a plan to proceed by choosing from the dropdown or using the Search function.

Click Add if additional Rollover Account is required.

Click Next -> to continue to the next section.

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In the Income/Assets section:

Enter details of All income streams for the household.

Click Add, select Spouse, and enter the spouse’s income.

Select how to handle Social security benefits -

  • System Estimate

  • Specified Benefit or

  • Not Included.

Select how to enter the information about the client’s current assets and holdings -

  • I will enter a lump sum or

  • I will enter all the individual accounts.

Enter the Total Investable Assets.

Enter the Total Liquid Net Worth.

Select the After-tax growth rate for these assets.

Click Next -> to continue to the next section.

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Fill out the fields in the Client Preferences section:

Fill out the questionnaire. It will help to to detect what products to offer.

Click Submit.

Info

Note: Depending on the system, these sections can be a bit different.

In this example, the section contains links:

  • Risk Tolerance Questionnaire (link to the Risk tolerance questionnaire, approved by the client)

  • Download Form CRS (custom questions for the client).

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A list of different products is displayed. Depending on the questionnaire results, RightBRIDGE scored them.

  • The most applicable are in green (Mutual Funds/UITs and Annuity Accumulation),

  • Good - in yellow (Annuity with Lifetime Income), and

  • Unsuitable - in red.

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