PreciseFP Integration with REDTAIL

07 August, 2015

 REDTAIL

PreciseFP Fieldset

PreciseFP Field Tag

Redtail Module

Redtail Tag

IMPORT TO PFP

EXPORT TO RT

ANNOTATION

Personal Details First name Contact First name OK OK Required.
Personal Details Middle Name Contact Middle name OK OK
Personal Details Last Name Contact Last name OK OK Required.
Personal Details Gender Contact Gender OK OK Required.
Personal Details Birth Date Contact Date Of Birth OK OK
Personal Details Email InternetAddress Address OK OK Required. Exported to RT as home address.
Personal Details Civil status Contact Marital Status OK OK
Personal Details Home phone Phone Number OK OK
Personal Details Address Address Address1 OK OK Home address only.
Personal Details City Address City OK OK Home address only.
Personal Details State Address State OK OK Home address only.
Personal Details Zip Code Address Zip OK OK Home address only.
Driving Licence Number PersonalProfile Drivers Licence Number OK no In Development
Driving Licence Issue date PersonalProfile Drivers Licence Issue Date OK no In Development
Driving Licence Expire date PersonalProfile Drivers Licence Expiration Date OK no In Development
Driving Licence Jurisdiction PersonalProfile Drivers Licence State OK no In Development
Employment Retire date Employment Retirement Date OK no In Development

Family Member

PreciseFP Fieldset

PreciseFP Field Tag

Redtail Module

Redtail Tag

IMPORT TO PFP

EXPORT TO RT

ANNOTATION

Family Member First name Contact First name OK OK
Family Member Middle name Contact Middle name OK OK
Family Member Last name Contact Last name OK OK
Family Member Gender Contact Gender OK OK
Family Member Birth date Contact Date Of Birth OK OK
Family Member Email Internet Address Address OK OK Exported to RT as home address.
Family Member Home phone Phone Number OK OK
Family Member Address Address Address1 OK OK Home address only.
Family Member City Address City OK OK Home address only.
Family Member State Address State OK OK Home address only.
Family Member Zip code Address Zip OK OK Home address only.
Family Member Number PersonalProfile Drivers Licence Number OK OK
Family Member Issue date PersonalProfile Drivers Licence Issue Date OK OK
Family Member Expire date PersonalProfile Drivers Licence Expiration Date OK OK
Family Member Jurisdiction PersonalProfile Drivers Licence State OK OK

Insurance

Only some insurance types have balance in PFP.
Fields imported: Company, Type, Balance, Annual Premium

PFP Category

PFP Type

Redtail Account Type

Redtail Asset/Liability Type

IMPORT TO PFP

EXPORT TO RT

ANNOTATION

Insurance Employer Term Group Life n/a OK no In Development
Insurance Employer Health Medical n/a OK no In Development
Insurance Employer Disability Group Disability n/a OK no In Development
Insurance Employer Long Term Care Group Long Term Care n/a OK no In Development
Insurance Term Life Term Life n/a OK no In Development
Insurance Whole Life Whole Life n/a OK no In Development
Insurance Universal Life Universal Life n/a OK no In Development
Insurance Variable Life Variable Life n/a OK no In Development
Insurance Variable Universal Life Variable Universal Life n/a OK no In Development
Insurance Health Individual Medical n/a OK no In Development
Insurance Disability Long Term Disability n/a OK no In Development
Insurance Long Term Care Long Term Care n/a OK no In Development

Assets

PFP Category

PFP Type

Redtail Account Type

Redtail Asset/Liability Type

IMPORT TO PFP

EXPORT TO RT

ANNOTATION

CD n/a n/a CD OK no Coming Soon (Redail API)
Bank Accounts Other n/a Other Asset OK no Coming Soon (Redail API)
Bank Accounts Checking account n/a Checking account OK no Coming Soon (Redail API)
Bank Accounts Money market n/a Money market OK no Coming Soon (Redail API)
Bank Accounts Savings Account n/a Savings Account OK no Coming Soon (Redail API)
Taxable Investment Accounts n/a Fee-Based Account n/a OK no In Development
Taxable Investment Accounts n/a Mutual Fund n/a OK no In Development
Taxable Investment Accounts n/a Pooled Income Fund n/a OK no In Development
Taxable Investment Accounts n/a REIT n/a OK no In Development
Taxable Investment Accounts n/a Separately Managed Account n/a OK no In Development
Retirement Plans 401(k) 401(k) (Tax Qualified Type – 401(k)) n/a OK no In Development
Retirement Plans 403(b) / TSA TSA (Tax Qualified Type – 403(b)) n/a OK no In Development
Retirement Plans 457(b) TSA (Tax Qualified Type – 457(b)) n/a OK no In Development
Retirement Plans IRA Brokerage Account (Tax Q – Traditional IRA) n/a OK no In Development
Retirement Plans Roth IRA Brokerage Account (Tax Q – Roth IRA) n/a OK no In Development
Retirement Plans SEP IRA Brokerage Account (Tax Q – SEP IRA) n/a OK no In Development
Retirement Plans Simple IRA Brokerage Account (Tax Q – Simple IRA) n/a OK no In Development
Retirement Plans Pension Brokerage Account (Tax Q – Pension Plan) n/a OK no In Development
Annuity Fixed Annuity Fixed Annuity n/a OK no In Development
Annuity Indexed Annuity Indexed Annuity n/a OK no In Development
Annuity Variable Annuity Variable Annuity n/a OK no In Development
Personal Property Primary Residence n/a Real Estate OK no Coming Soon (Redail API)
Personal Property Secondary Residence n/a Real Estate OK no Coming Soon (Redail API)
Personal Property Vehicle n/a Automobile OK no Coming Soon (Redail API)
Personal Property Collector’s Cards n/a Collectables OK no Coming Soon (Redail API)
Personal Property Other n/a Other OK no Coming Soon (Redail API)

Liabilities

PFP Category

PFP Type

Redtail Account Type

Redtail Asset/Liability Type

IMPORT TO PFP

EXPORT TO RT

ANNOTATION

Credit Cards n/a n/a Credit Card Debt OK no Coming Soon (Redail API)
Debts Auto n/a Auto Loan OK no Coming Soon (Redail API)
Debts Business n/a Other OK no Coming Soon (Redail API)
Debts Line of Credit n/a Mortgage OK no Coming Soon (Redail API)
Debts Mortgage (ARM) n/a Mortgage OK no Coming Soon (Redail API)
Debts Mortgage (Fixed) n/a Mortgage OK no Coming Soon (Redail API)
Debts Mortgage (Int only) n/a Mortgage OK no Coming Soon (Redail API)
Debts Personal Note n/a Personal Loan OK no Coming Soon (Redail API)
Debts School n/a Other OK no Coming Soon (Redail API)

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