PreciseFP

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 users to create a complete financial profile… The 

 fact finder can be used as is and can also be customized… note that any additional fields, groups or pages that you may add to the template will not export to 

A detailed list of fields that map to/from 

, you can send information and also receive information into your PreciseFP account… Tip: You do not need to turn anything on in 

 and bring it into PreciseFP… To connect your 

Fields that Sync Between PreciseFP and Redtail Technology 
 PreciseFP seamlessly integrates with 

… with a comprehensive mapping table that visually outlines the fields exchanged between PreciseFP and 

… Additionally, there is a dedicated fact finder available with 

RightCapital) 
 Financial Fact Finder (Asset-Map) 
 Financial Fact Finder (Redtail) 
 Financial Fact Finder (

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