PreciseFP Integration mapping with eMoney
Personal Details Coclient information is mapped to Spouse PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export...
Read more »Our blog
Check out what we've been up to.
eMoney and PreciseFP Integration deployed!
We are pleased to announce the much anticipated release of our eMoney integration. This integration reduces the amount of...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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!...
Read more »PreciseFP Integration with REDTAIL
REDTAIL PreciseFP Fieldset PreciseFP Field Tag Redtail Module Redtail Tag IMPORT TO PFP EXPORT TO RT ANNOTATION Personal Details...
Read more »PreciseFP Integration with TAILWAG
TAILWAG PreciseFP Fieldset PreciseFP Field Redtail Module Redtail Field IMPORT TO PFP EXPORT TO TAILWAG ANNOTATION Personal Details First...
Read more »PreciseFP Integration with MoneyGuidePro
PreciseFP and MoneyGuidePro Integration PreciseFP Fieldset PreciseFP Field Tag MGP Module MGP Tag EXPORT TO MGP ANNOTATION Personal Details...
Read more »