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Advice and answers from the PreciseFP Team
Search results for:
asset-map
Asset
-
Map
Integration Overview
A bi-directional integration with
Asset
-
map
… Choose
Asset
-
map
If the client is not already in
Asset
-
map
you can then create a new record on export… To export to
Asset
-
map
Asset
-
map
Mapping Table
A detailed list of fields that
map
to/from
Asset
-
map
… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
LPL Applicable Integrations
How to Setup the
Asset
+
Map
Integration Fields that Sync Between
Asset
+
Map
and PreciseFP… How to Setup the Holistiplan Integration Sync between PreciseFP and Holistiplan
Asset
+
Map
believes… The integration with
Asset
+
Map
allows you to import and export client/prospect data
Form Template Library
Finder Financial Fact Finder (FPAlpha) Financial Fact Finder (RightCapital) Financial Fact Finder (
Asset
-
Map
Blueleaf
Mapping
Table
A detailed list of fields that
map
from Blueleaf… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
AdvisorEngine
Mapping
Table
A detailed list of fields that
map
to/from AdvisorEngine… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
Wealthbox
Mapping
Table
A detailed list of fields that
map
to/from Wealthbox… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
Docupace
Mapping
Table
A detailed list of fields that
map
to/from Docupace… Download
Mapping
Table Download
Mapping
Table… Required fields are needed in order for a group of
mappings
to integrate
eMoney
Mapping
Table
A detailed list of fields that
map
to/from eMoney… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
AdvicePay
Mapping
Table
A detailed list of fields that
map
to/from AdvicePay… Required fields are needed in order for a group of
mappings
to integrate… If one of these is missing, that group of
mappings
will be skipped
