PreciseFP

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 fact finder can be used as is and can also be customized… that any additional fields, groups or pages that you may add to the template will not export to 

, you can send information and also receive information into your PreciseFP account… Click on the 

 box ​ 
Click Enable this integration. ​… 

A detailed list of all fields that map to/from 

Redtail) 
 Financial Fact Finder (eMoney) 
 Financial Fact Finder (XLR8) 
 Financial Fact Finder (

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