Build your own integration between your backend and PreciseFP.
PreciseFP provides a set of RESTful APIs that will allow you to interact with your data, build custom workflows, and easily integrate your current tech stack with our tools and services. To get access to our APIs, please reach out via our support chat. We will help you understand what is the best authentication solution for your use-case.
Our API documentation is available below. We offer documentation for our Current API version (V3).
"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge
See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.