Advice and answers from the PreciseFP Team

Search results for:Practifi

Practifi Integration Overview

A bi-directional integration with Practifi CRM… Version Mapping Table How to do custom mapping Integration FAQ The integration is for the Practifi

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM

Practifi (Naya) Mapping Table

A detailed list of fields that map to/from Practifi CRM (Naya version)

Salesforce Version Location

that PreciseFP currently integrates with Salesforce Enterprise, Salesforce Financial Services Cloud, Practifi… (SPA), Practifi (NAYA), and XLR8

Form Template Library

eMoney) Financial Fact Finder (XLR8) Financial Fact Finder (SmartOffice) Financial Fact Finder (Practifi

Advisor Community

At PreciseFP, we believe in the power of community collaboration to enhance your financial advisory practice… Leverage the collective knowledge of the community to enhance your own practice… Share a bit about your background, your practice, and what you hope to gain from the community

Redtail Integration Overview

Best practice is to import and existing RedTail record into PreciseFP prior to engaging the recipient… Best Practice recommendation is to import the record from RedTail if it already exists prior to engaging

Form Element Connection

**Best practice: It is best to create your dataset elements first and then copy the pages or groups from

[Step 3] - Digital Interactions - Monthly or Quarterly

This approach can enable significant growth in your practice, should you choose to pursue it… Make it a regular practice to distribute our Household Structure form annually to keep your clients'

Conditional Visibility in Form Templates

Best practice is to copy/paste directly from the Value column, as the value must match exactly for the