PreciseFP Integration mapping with eMoney

Personal Details

Coclient information is mapped to Spouse
PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export to eMoney
Personal Details First Name Client Overview Client Info First Name OK
Personal Details Last Name Client Overview Client Info Last Name OK
Personal Details Birthdate Client Overview Client Info Date of Birth OK
Personal Details Email Client Overview Contact Info E-mail OK
Personal Details Home Phone Client Overview Contact Info Home Phone OK
Personal Details Mobile Phone Client Overview Contact Info Cell Phone OK
Personal Details Work Phone Client Overview Employment Info Work Phone OK
Personal Details Home Address Client Overview Contact Info Address OK
Personal Details City Client Overview Contact Info City OK
Personal Details State Client Overview Contact Info State OK
Personal Details Postal Code / Zip Client Overview Contact Info Zip OK

Household

PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export to eMoney
Family Member First Name Facts / Family & Friends Child First Name OK
Family Member Last Name Facts / Family & Friends Child Last Name OK
Family Member Gender Facts / Family & Friends Child Gender OK
Family Member Birthdate Facts / Family & Friends Child Date of Birth OK
Family Member Dependent Facts / Family & Friends Child Is Financially Dependent OK

Employment & Income

PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export to eMoney
Employer Employer Client Overview Employment Info Employer Name OK
Employer Work Address Client Overview Employment Info Employer Address OK
Employer City Client Overview Employment Info City OK
Employer State Client Overview Employment Info State OK
Employer Postal Code / Zip Client Overview Employment Info Zip OK
Employer Title/Job Client Overview Employment Info Title/Position OK
Employment & Income Total Income (monthly) Facts / Income Salary & Bonus Annual Amount OK

Insurance Details

Insurance Provider Insurance Company Facts / Protection Name OK
Insurance Provider Premium (yearly) Facts / Protection Annual Premium OK
Insurance Provider Coverage Amount Facts / Protection Benefit OK
Insurance Provider Cash Value Facts / Protection Cash Value OK
Insurance Provider Insured Facts / Protection Insured OK
Insurance Provider Primary Beneficiary Facts / Protection Beneficiaries OK
Insurance Provider Secondary Beneficiary Facts / Protection Beneficiaries OK
See list below for Insurance Type mapping.
PreciseFP Provider PreciseFP Insurance Type EMoney Entity EMoney Policy Type Export to eMoney
Private Life Insurance – Term Life Insurance Term OK
Employer Life Insurance – Term Life Insurance Group OK
Private Life Insurance – Whole Life Insurance Whole Life OK
Private Life Insurance – Universal Life Insurance Universal Life OK
Private Life Insurance – Variable Life Insurance Variable Whole Life OK
Private Life Insurance – Variable Universal Life Insurance Variable Universal Life OK
Private & Employer Health Insurance Medical Insurance n/a OK
Private Disability Insurance Disability Insurance Personal Long Term OK
Employer Disability Insurance Disability Insurance Group Long Term OK
Private & Employer Long Term Care Insurance LTC Insurance n/a OK
Private Homeowner’s Insurance Property Casualty Homeowner OK
Private Auto Insurance Property Casualty Automobile OK
Private Umbrella Insurance Property Casualty Umbrella OK
Private & Employer E&O/Malpractice Insurance Property Casualty Other OK
Private & Employer Other Property Casualty Other OK

Assets

All PreciseFP Trusts map to Default Trust
Bank Account Owner Facts / Net Worth Cash Owner OK
Bank Account Bank Name Facts / Net Worth Cash Name OK
Bank Account Average Balance Facts / Net Worth Cash Value OK
Bank Account Account Type Facts / Net Worth Cash Asset Type OK
All PreciseFP Trusts map to Default Trust
CD Owner Facts / Net Worth Cash Owner OK
CD Where Held? Facts / Net Worth Cash Name OK
CD Current Value Facts / Net Worth Cash Value OK
CD Facts / Net Worth Cash Asset Type OK
Taxable Investment Account Owner Facts / Net Worth Taxable Investment Owner OK
Taxable Investment Account Account Name Facts / Net Worth Taxable Investment Name OK
Taxable Investment Account Total Current Value Facts / Net Worth Taxable Investment Value OK
Retirement Plan Plan Type Facts / Net Worth Qualified Retirement OK
Retirement Plan Owner Facts / Net Worth Qualified Retirement Owner OK
Retirement Plan Name Facts / Net Worth Qualified Retirement Name OK
Retirement Plan Total Account Value Facts / Net Worth Qualified Retirement Value OK
Retirement Plan Primary Beneficiary Facts / Net Worth Qualified Retirement Beneficiaries OK
Retirement Plan Secondary Beneficiary Facts / Net Worth Qualified Retirement Beneficiaries OK
See list below for Plan Type mapping.
Plan Type EMoney Entity EMoney Type Export to eMoney
401(k) Qualified Retirement Traditional 401(k) OK
403(b) Qualified Retirement Traditional 403(b) OK
457(b) Qualified Retirement Other OK
Roth 401(k) Qualified Retirement Roth 401(k) OK
IRA Qualified Retirement IRA OK
Roth IRA Roth IRA n/a OK
SEP IRA Qualified Retirement SEP OK
Simple IRA Qualified Retirement Other OK
Pension Qualified Retirement Pension OK
Annuity Owner Facts / Net Worth Annuity Owner OK
Annuity Type Facts / Net Worth Annuity Type OK
Annuity Description Facts / Net Worth Annuity Name OK
Annuity Current Value Facts / Net Worth Annuity Value OK
Only for Lump Sum.
Pension Owner Facts / Net Worth Deferred Compensation Owner OK
Pension Description Facts / Net Worth Deferred Compensation Name OK
Pension Lump Sum Value Facts / Net Worth Deferred Compensation Value OK
Only for Series of Distributions.
Pension Owner Facts / Net Worth Deferred Income Owner OK
Pension Description Facts / Net Worth Deferred Income Name OK
Pension Distribution Start Year Facts / Net Worth Deferred Income Start Year OK
Pension Distribution End Year Facts / Net Worth Deferred Income End Year OK
Pension Distribution Value Facts / Net Worth Deferred Income Value OK
Only Personal Properties that are not Primary/Secondary Residence.
Personal Property Owner Facts / Net Worth Personal Property Owner OK
Personal Property Description Facts / Net Worth Personal Property Name OK
Personal Property Estimated Value Facts / Net Worth Personal Property Value OK
Only Personal Properties that are Primary/Secondary Residence.
Personal Property Owner Facts / Net Worth Real Estate Owner OK
Personal Property Description Facts / Net Worth Real Estate Name OK
Personal Property Estimated Value Facts / Net Worth Real Estate Value OK
Personal Property Original Purchase Price Facts / Net Worth Real Estate Purchase Amount OK
Business Asset Owner Facts / Net Worth Business Asset Owner ok
Business Asset Description Facts / Net Worth Business Asset Name OK
Business Asset Current Value Facts / Net Worth Business Asset Value OK
Other Assets Owner Facts / Net Worth Personal Property Owner ok
Other Assets Description Facts / Net Worth Personal Property Name OK
Other Assets Estimated Value Facts / Net Worth Personal Property Value OK

Liabilities

Credit Card Owner Facts / Net Worth Loan Owner OK
Credit Card Name Facts / Net Worth Loan Name OK
Credit Card Interest Rate Facts / Net Worth Loan Interest Rate OK
Credit Card Current Balance Facts / Net Worth Loan Value OK
Facts / Net Worth Loan Loan Type = Credit Card OK
Only for Auto, Business, Credit Line, Personal, and Other.
Debt Owner Facts / Net Worth Loan Owner OK
Debt Description Facts / Net Worth Loan Name OK
Debt Loan Begin Date Facts / Net Worth Loan Date of Loan OK
Debt Term Facts / Net Worth Loan Number of Payments OK
Debt Interest Rate Facts / Net Worth Loan Interest Rate OK
Debt Payment (monthly) Facts / Net Worth Loan Payment OK
Debt Original Balance Facts / Net Worth Loan Original Loan Amount OK
Debt Current Balance Facts / Net Worth Loan Value OK
Only for Mortgage (ARM), (Fixed), (Int Only).
Debt Owner Facts / Net Worth Mortgage Owner OK
Debt Description Facts / Net Worth Mortgage Name OK
Debt Loan Begin Date Facts / Net Worth Mortgage Date of Loan OK
Debt Term Facts / Net Worth Mortgage Number of Payments OK
Debt Interest Rate Facts / Net Worth Mortgage Interest Rate OK
Debt Payment (monthly) Facts / Net Worth Mortgage Payment OK
Debt Original Balance Facts / Net Worth Mortgage Original Loan Amount OK
Debt Current Balance Facts / Net Worth Mortgage Value OK

Cash Flow

Income (monthly) Cash Dividends Facts / Income Other Income Value In Development
Income (monthly) Interest Facts / Income Other Income Value In Development
Income (monthly) Other Income Facts / Income Other Income Value In Development
Fixed Expenses (monthly) Rent Payments Facts / Expenses Other Goal/Expense Value In Development
Fixed Expenses (monthly) Child Support Facts / Expenses Other Goal/Expense Value In Development
Fixed Expenses (monthly) Alimony Facts / Expenses Other Goal/Expense Value In Development
Fixed Expenses (monthly) Other Fixed Expenses Facts / Expenses Other Goal/Expense Value In Development
Net Cash Flow (monthly) Total Variable Expense Facts / Expenses Living Expenses Current Value In Development