PreciseFP

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English

… Mapping Table 
 How to do custom mapping 
 Integration FAQ 
The integration is for 

 credentials 
Note: The allow access prompt is only asked once by 

A detailed list of fields that map to/from 

… When exporting from PreciseFP, this integration will create an 'Account' in 

 with individuals… Download Mapping Table 
 To see which version of 

 you are using, please visit this help article

 you are on… Please note that PreciseFP currently integrates with 

 Classic, you will click on your name in the upper right-hand corner and select

A short template to check up on your client's 

 goals… The motivation behind saving and investing lies in 

 goals template to track the evolution of your client's objectives over time

A detailed template that provides all the information required for a complete 

 profile… accounts for 40% of the cost of delivering 

 Fact Finder as-is, or customize it to your firm's needs

 
Go to a client/prospects account… update if they already existed in 

 Enterprise Edition… When exporting from PreciseFP, this integration will create an 'Account' in 

 with individuals… Download Mapping Table 
To see which version of 

Statement Upload engagement, empowering clients to upload their 

 Planning: The populated data fuels the creation of detailed 

In most cases these objects are different except for 

 accounts will probably belong to the client or co-client or even to the household, this would… that account in 