DocuSign Integration

How to enable and use the DocuSign Integration with PreciseFP

Written by Courtney
Updated over a week ago

Integration Partners

A list of our current integration partners

Written by Courtney
Updated over a week ago

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 over a week ago

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 Integration Overview

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