Tired of rekeying client data from PDFs into PreciseFP? This live demo shows how Flextract helps you turn documents into structured, actionable data and push it directly into PreciseFP with just a few clicks.
You’ll see how to:
✔ Identify matching PreciseFP records automatically
✔ Compare uploaded document data to existing fields
✔ Approve and sync only the changes you want
✔ Eliminate duplicate entry and reduce onboarding time
Perfect for operations teams, advisors and anyone who deals with client paperwork, this session will show how to boost accuracy and speed without giving up control.
Register now to save your spot.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Rajesh Jayaraman
Founder & CEO, Flextract
