eMoney - PreciseFP


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.
With our integration partner, eMoney, you can send information and also receive information into your PreciseFP account.

How the integration works?

We integrate around 80% of our standard account profile with eMoney. The integration is bi-directional, which means you are able to import and export client/prospect data with one click.

We also developed a fact finder template optimized for eMoney that only gathers data that can be imported/exported. You are free to use this template as is, or customize it to your needs.

Read more in our knowledge base