See how PreciseFP integrations connect your advisor tech stack.
Pick the tools your firm already uses. We'll show what imports, what exports and how your day-to-day changes — built around your actual stack, not a generic feature list.
Pick the tools your firm uses and see every PreciseFP integration.
Click a tool to add it to your stack on the right. Add two or more to unlock a tailored breakdown of what changes.
40 advisory tech integrations
Search by name, or filter by category.
Don't see your tool?
Live stack readout
Your stack
See what changes in your operations
Enter your details to unlock a plain-language breakdown of how your day-to-day changes — built around the tools you selected.
What changes
Most integrations run on a single import or export click. Here's what that one click replaces.
Integration opportunities
Where PreciseFP removes manual work and reduces error across your stack.
Tools not yet connected
These aren't native integrations yet — some may be connectable via Zapier.
Collect data once. Use it everywhere.
One click ends the manual work
Most integrations run on a single button inside PreciseFP. That one click replaces 20–45 minutes of manual entry, copy-pasting and human error per engagement.
AI-enabled and ready to go
Build forms from plain language with AI, enhance existing templates, or start from a prebuilt library. A risk tolerance questionnaire and native e-signature are included.
Every engagement tracked
See the status of every outstanding form across your book in one place. Built-in periodic reminders go out automatically — no more chasing clients for information.
Structured data, two ways
Import existing records from your CRM to prefill a form. Export updated data back when complete. Records stay current across every connected system — no rekeying.
How top firms use PreciseFP
Start every onboarding here
Collect structured client data once, then export to your CRM and planning tools with a single click each — no rekeying, no copy-pasting.
Close the loop after meetings
An AI note-taker captures structured data; PreciseFP uses it to prefill a verification form. The client confirms what's accurate and fills any gaps — clean data, no manual entry.
Build forms in plain language
Start from scratch with AI or a prebuilt template. A complimentary risk questionnaire and native e-signature mean fewer tools and a more cohesive client experience.
Capture data and the calendar in one link
Embed scheduling inside a form: prospects provide information, complete a risk questionnaire and pick a time. Every engagement's status is visible in one place.
You've mapped the time. Now see the dollars.
This tool shows the hours your stack gives back each week. The ROI calculator turns those hours into an annual dollar figure for your firm.
Every PreciseFP integration, by category
PreciseFP connects to 40 advisory tech tools across CRM, financial planning, document management, scheduling, AI, custodians, billing and client experience — so client data is collected once and flows everywhere it's needed.
CRM & client data 8
Financial planning 6
Scheduling 7
Custodian 2
Client experience 2
Connect your stack in an afternoon.
Every firm's tech stack is unique. PreciseFP makes them all work together.