Google Drive provides access to files anywhere through secure cloud storage and file backup for your photos, videos, files and more.
Integration Partners
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.
Dropbox is a secure file sharing and storage solution that employees and IT admins trust.
Box.com lets you secure, share and edit all your files from anywhere.
Calendly provides a clean, simple way to let people schedule meetings with you when you’re available. All it takes is a couple clicks on their end, and your meeting is set!
Zapier provides easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
eMoney 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 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.
Wealthbox CRM for financial advisors is widely acclaimed for its simplicity, time-saving interface design, and modern technology architecture that integrates easily with complementary tools and services such as PreciseFP.
Collegiate Funding Solutions is a College-planning software, API, subject-matter experts, college admissions and financial aid services, educational resources and marketing material equip financial advisors and financial services organization to meet this rapidly-growing need.