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PreciseFP Integration mapping with eMoney

Personal Details Coclient information is mapped to Spouse PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export...

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eMoney and PreciseFP Integration deployed!

We are pleased to announce the much anticipated release of our eMoney integration. This integration reduces the amount of...

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Advisors Say Tools Like PreciseFP a Top Priority for 2016

In a recent SEI survey of 484 advisors, 80% of respondents said they wanted more automation in their workflows...

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PreciseFP Integration mapping with SmartOffice

Personal details PFP Category PFP FIELD SO Category SO Field IMPORT TO PFP EXPORT TO SO ANNOTATION N/A First...

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PreciseFP As Part of Your Custom-Built “Robo Advisor” Technology Suite

There are various ways for you to join in the “robo revolution” to tap into new technological advances for...

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PreciseFP & Redtail: Using Digital Forms And Vaults To Reduce Data Entry & Improve Data Quality

Looking for ways to increase efficiency by cutting down on the amount of typing and writing you do in...

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PreciseFP – v3.0.12.0 Released

We have released PFP v3.0.12.0. This release includes the following updates and new features: Ability to convert Clients back...

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PreciseFP – v3.0.11.0 Released

We have released v3.0.11.0! It brings the following new and exciting features: Advisor name no longer reporting in PDF...

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PreciseFP – v3.0.10.0 Released

Release v3.0.10.0 brings with it the following new and exciting features: Allow multiple file uploads — New Feature! With...

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PreciseFP – v3.0.9.2 Released

Our release of version 3.0.9.2 of PreciseFP brought with it updates and some new features: PINless forms – option...

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PreciseFP – v3.0.8.0 Released

Our release of version 3.0.8.0 of PreciseFP brought with it many updates and some new features: Customizable Welcome Message!...

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PreciseFP Integration with REDTAIL

 REDTAIL PreciseFP Fieldset PreciseFP Field Tag Redtail Module Redtail Tag IMPORT TO PFP EXPORT TO RT ANNOTATION Personal Details...

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PreciseFP Integration with TAILWAG

TAILWAG PreciseFP Fieldset PreciseFP Field Redtail Module Redtail Field IMPORT TO PFP EXPORT TO TAILWAG ANNOTATION Personal Details First...

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PreciseFP Integration with MoneyGuidePro

PreciseFP and MoneyGuidePro Integration PreciseFP Fieldset PreciseFP Field Tag MGP Module MGP Tag EXPORT TO MGP ANNOTATION Personal Details...

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