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RightCapital Knowledge Base

Albridge

Albridge (a subsidiary of Pershing) is a data sync integration that allows advisors to import client investors, accounts, and holdings from the Albridge Wealth Reporting platform into RightCapital.

Overview

Section titled “Overview”
AttributeValue
Integration TypeData Sync (Read-only)
AuthenticationOAuth 2.0 (Client Certificate)
Data FlowAlbridge → RightCapital (inbound)
Data SyncNightly batch sync
IdentifierSSN (investor), Account Number (account)

Data Structure

Section titled “Data Structure”

Entity Mapping

Section titled “Entity Mapping”
Albridge EntityRightCapital EntityIdentifier
InvestorHouseholdSSN (encrypted)
AccountInvestment AccountACCT_NUMBER
HoldingPositionCUSIP

Key Points

Section titled “Key Points”
  1. SSN-based identification - Investors are uniquely identified by SSN (encrypted in storage)
  2. Certificate authentication - Uses SSL client certificates for API authentication
  3. CUSIP-based matching - Holdings are matched by CUSIP reference
  4. Batch sync support - Nightly sync processes all connected households

Reference Format

Section titled “Reference Format”

The integration reference is stored as: FI_ID|partner_user_id

Example: 24|0024_AUSER00022

Account Type Mapping

Section titled “Account Type Mapping”
Albridge Account TypeRightCapital Subtype
*TrustTrust
UTMA / Custodial Uniform TransferUTMA
Simple IRASIMPLE IRA
Non-Qualified VA / Equity Index AnnuityAnnuity (Taxable)
Pension Plans / Pension AgencyPension (Non-Taxable)
Profit Sharing PlanESP
Roth IRA / RothIRARoth IRA
Rollover / IRATraditional IRA
SEP / IRA-SEP / SEP-IRASEP IRA
529*529 Plan
401a / 401(k) / 403(b)401(k)
Individual / Joint / GeneralTaxable
Universal LifeExcluded (not synced)

API Endpoints

Section titled “API Endpoints”
PurposeAlbridge API Path
Get Advisor Infopxwri-information-services/v1/advisor-info
Get Investorspxwri-information-services/v1/investor-info
Get Account Holdingspxwri-holdings/v1/account-holdings

Code Locations

Section titled “Code Locations”
ComponentPath
Backend Integrationretail-api/app/Integrations/Albridge/
ConnectorConnector.php
IntegratorIntegrator.php
ConfigConfig.php
ControllerController.php
SyncSync.php
ModelsModels/Household.php, Models/InvestmentAccount.php, Models/Holding.php

Common Issues

Section titled “Common Issues”

Partner User Not Found

Section titled “Partner User Not Found”

Symptom: 500 error with message “Partner User not Found”

Solution: Verify the Partner User ID with your Albridge representative.

Certificate Authentication Failure

Section titled “Certificate Authentication Failure”

Symptom: Unable to obtain access token.

Solution: Check certificate expiration; ensure both .crt and .key files are in correct locations.

Invalid Reference Format

Section titled “Invalid Reference Format”

Symptom: Validation error when creating integration.

Solution: Reference must match format FI_ID|partner_user_id (e.g., 24|user123).

Section titled “Related”