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Search results for:asset-map

Asset-map Mapping Table

A detailed list of fields that map to/from Asset-map… Download Mapping Table Keywords: assetmap

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

Blueleaf Mapping Table

A detailed list of fields that map from Blueleaf… Download Mapping Table

RightCapital Mapping Table

A detailed list of fields that map to/from RightCapital… Download Mapping Table

eMoney Mapping Table

A detailed list of fields that map to/from eMoney… Download Mapping Table

Wealthbox Mapping Table

A detailed list of fields that map to/from Wealthbox… Download Mapping Table

Docupace Mapping Table

A detailed list of fields that map to/from Docupace… Download Mapping Table Download Mapping Table

AdvicePay Mapping Table

A detailed list of fields that map to/from AdvicePay… Download Mapping Table

AdvisorEngine Mapping Table

A detailed list of fields that map to/from AdvisorEngine… Note: This integration is only with JunxureCloud Download Mapping Table Keywords: AdvisorEngine

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM… Download Mapping Table To see which version of Salesforce you are using, please visit this help article