Advice and answers from the PreciseFP Team

Search results for:redtail

Redtail Template

A detailed template specifically for Redtail users to create a complete financial profile… The Redtail 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 Redtail

Redtail Mapping Table

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

Redtail Integration Overview

With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account… you would like to create a new record in RedTail upon export or search for the existing RedTail record… Importing Data from Redtail into PreciseFP

LPL Applicable Integrations

How to Setup the Redtail Technology Integration PreciseFP and Redtail Technology Video Fields that… Additionally, there is a dedicated fact finder available with Redtail, which can be accessed here… With PreciseFP, you can effortlessly collect prospect and client data, pushing it into Redtail to create

Integration Mapping

In this example, I'm using Redtail… On the left side this indicates the field this maps to in Redtail… created a dataset field for it in PreciseFP and I have created a custom dataset element for this in Redtail

Form Template Library

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

Recorded Live Webinars

PreciseFP and Redtail