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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”
Attribute Value
Integration Type Data Sync (Read-only)
Authentication OAuth 2.0 (Client Certificate)
Data Flow Albridge → RightCapital (inbound)
Data Sync Nightly batch sync
Identifier SSN (investor), Account Number (account)
Developer Tingsong Xu
Cron Owner tingsong.xu

Data Structure

Section titled “Data Structure”

Entity Mapping

Section titled “Entity Mapping”
Albridge Entity RightCapital Entity Identifier
Investor Household SSN (encrypted)
Account Investment Account ACCT_NUMBER
Holding Position CUSIP

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 Type RightCapital Subtype
*Trust Trust
UTMA / Custodial Uniform Transfer UTMA
Simple IRA SIMPLE IRA
Non-Qualified VA / Equity Index Annuity Annuity (Taxable)
Pension Plans / Pension Agency Pension (Non-Taxable)
Profit Sharing Plan ESP
Roth IRA / RothIRA Roth IRA
Rollover / IRA Traditional IRA
SEP / IRA-SEP / SEP-IRA SEP IRA
529* 529 Plan
401a / 401(k) / 403(b) 401(k)
Individual / Joint / General Taxable
Universal Life Excluded (not synced)

API Endpoints

Section titled “API Endpoints”
Purpose Albridge API Path
Get Advisor Info pxwri-information-services/v1/advisor-info
Get Investors pxwri-information-services/v1/investor-info
Get Account Holdings pxwri-holdings/v1/account-holdings

Code Locations

Section titled “Code Locations”
Component Path
Backend Integration retail-api/app/Integrations/Albridge/
Connector Connector.php
Integrator Integrator.php
Config Config.php
Controller Controller.php
Sync Sync.php
Models Models/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”