Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
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.
eMoney Advisor, is a scalable wealth management platform developed for financial professionals, firms, and enterprises of all sizes. It’s technology enables financial professionals to build stronger client relationships, streamline operations, and drive revenue and growth.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base.
MoneyGuidePro® is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.
Salesforce is the world’s leading CRM software and enterprise cloud ecosystem. Their pioneering use of cloud computing has revolutionised the way enterprise software is delivered and used, changing the industry forever.
Ebix’s SmartOffice is a web-based CRM and AMS solution for the insurance and financial services industry. Serving the financial services community since 1986 and in use by many of the top 20 Fortune 500® Life companies, SmartOffice is the technology choice for thousands of advisors worldwide.
Collegiate Funding Solutions’ college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs. These school-specific college funding and college cost saving strategies are customized to your client’s finances and college funding timeframe.