Integration Partners

A list of our current integration partners

Written by Courtney
Updated this week

TD Ameritrade Institutional Integration Mapper

A detailed listed of fields that export into VeoOne's Account Wizard

Written by Courtney
Updated over a week ago

TD Ameritrade Institutional Integration

How to export client data into the TD Ameritrade Institutional VeoOne forms wizard for account opening.

Written by Courtney
Updated over a week ago

Share documents with Google Drive, Box.com and Dropbox

How to securely share uploads from PreciseFP templates into Google Drive, Box.com or Dropbox

Written by Courtney
Updated over a week ago

Zapier

Use Zapier as a bridge to send data to another application that PreciseFP does not integrate with directly and more.

Written by Courtney
Updated over a week ago

Wealthbox Integration Mapper

A detailed list of fields that map to/from Wealthbox

Written by Courtney
Updated over a week ago

MoneyGuide Integration Mapper

A detailed list of fields that map to MoneyGuide (Export Only)

Written by Courtney
Updated over a week ago

Salesforce Integration Mapper

A detailed list of fields that map to/from Salesforce

Written by Courtney
Updated over a week ago

eMoney Integration Mapper

A detailed list of fields that map to/from eMoney

Written by Courtney
Updated over a week ago

SmartOffice Integration Mapper

A detailed list of all fields that map to/from SmartOffice CRM

Written by Courtney
Updated over a week ago

Redtail Integration Mapper

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

Written by Courtney
Updated over a week ago

Importing and Exporting Accounts

Written by Courtney
Updated over a week ago

Collegiate Funding Solutions

Our integration with CFS EZ College Planning.

Written by Courtney
Updated over a week ago

SmartOffice Integration Overview

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

Written by Courtney
Updated over a week ago

MoneyGuide Integration Overview

Export (to MoneyGuidePro) Only

Written by Courtney
Updated over a week ago

Redtail Integration Overview

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

Written by Courtney
Updated over a week ago

PDF, XLS & CSV Export Overview

How to make an export of your client/prospects data in PDF/XLS/CSV.

Written by Courtney
Updated this week

eMoney Integration Overview

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

Written by Courtney
Updated over a week ago

Salesforce Integration Overview

A bi-directional integration with Salesforce CRM.

Written by Courtney
Updated over a week ago

Wealthbox CRM

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

Written by Courtney
Updated over a week ago