Integrations

Data Captured by PreciseFP Flows to Other Applications (and vice versa).

We understand that an advisor’s time is extremely valuable. That’s why we invest heavily in integrations that allow you to easily share data within PreciseFP with your other applications. Why rekey information that your clients and prospects have already taken the time to enter into your PreciseFP forms? With a click of a button, you can immediately populate your CRM and other financial planning tools so that you can focus on serving your clients, not entering data.

Already have data in other applications? With the click of a button, you can prefill your PreciseFP forms so that clients have an even easier time updating their financial profile.

 

“With PreciseFP, it’s like clients are reaching into the CRM and updating their data themselves.”

Allan Moore, XY Planning Network

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Knowing your clients and serving them
In the most efficient manner possible

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