Introduction: This guide describes a configuration necessary to integrate Docupace and RightBRIDGE.
Change Log:
Date | Changes |
|---|---|
February 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 wizards:
An Annuity wizard, which reviews, annuities,
An Investment wizard, which goes over mutual funds and brokerage accounts,
A Life Insurance wizard, which goes over life insurance products.
The RightBRIDGE integration allows advisors to send the product selection data to Docupace. Advisors may use the pre-populated information to open a new account.
RightBRIDGE Configuration
Complete the RighBRIDGE Profiler and applicable wizards.
Note: The integration process might be slightly different for you due to your product preferences.