The Flextract integration with PreciseFP enables field-level syncing of structured client data derived from documents. This helps reduce manual data entry and improves the accuracy of client records across systems.
How It Works
Flextract scans documents uploaded into client folders
Extracted data is compared to values stored in PreciseFP
Advisors are presented with suggested updates
Each suggestion is tagged with the source document and field value differences
Advisors approve selected updates and push changes into PreciseFP
The integration supports selective syncing across ~60 fields today.
How to Connect
Log in to Flextract and navigate to Settings > Connections
Click Add a Connection
Updating Client Details in PreciseFP
Once connected, Flextract automatically reviews client folders for structured data and checks for matching contacts in PreciseFP.
If a match is found, Flextract displays existing data alongside suggested updates
You can approve or ignore updates at the field level
Only selected fields are updated in PreciseFP when you click Sync Changes
Flextract supports all key data types including financial, personal, and insurance
Fields Synced from Flextract to PreciseFP
Below is a list of supported field groups and the exact fields that can be updated using the integration.
Client Information
Field |
First Name |
Last Name |
Middle Name |
Phone Number |
Phone Country |
Phone Code |
Gender |
Birthdate |
Marital Status |
Citizenship Country |
Address (all fields) |
Employer |
Employment Position |
Employment Salary |
Risk Score |
Driver’s License (all fields) |
SSN Last 4 |
Co-Client Information
Field |
First Name |
Last Name |
Phone Number |
Phone Country |
Phone Code |
Investment Account Information
Field |
Name |
Owner |
Account Value |
Employer Contributions |
Employee Contributions |
Contributions |
Primary Beneficiary |
Secondary Beneficiary |
Current Value |
Annuity Type |
Distribution Type |
Distribution Year |
Distribution Amount |
Planned Sale Year |
Insurance Product Information
Field |
Name |
Insurance Type |
Provider |
Premium |
Owner |
Insured |
Coverage Amount |
Cash Value |
Primary Beneficiary |
Secondary Beneficiary |
Deductible |
Benefit Amount |
Liability Information
Field |
Name |
Owner |
Current Balance |
Interest Rate |
Payment |
Liability Type |
Start Date |
End Date |
Original Balance |
Monthly Payment |
Supported Account Types
401(k)
Roth 401(k)
IRA
Roth IRA
Pensions
Bank Accounts
Taxable Investment Accounts
Personal Property
Business Assets
Other Assets
Supported Insurance Types
Life Insurance
Health Insurance
Disability Insurance
Homeowners Insurance
Auto Insurance
Umbrella Insurance
E&O/Malpractice Insurance
Other Insurance