Note: This integration is with the CRM technology only.
To turn on this integration (only needs to be done once in PreciseFP; you do not need to set up the integration in AdvisorEngine), click on your profile picture in the lower left-hand corner, then select Integrations and click on the AdvisorEngine integration box.
Click Enable this integration.
After logging into AdvisorEngine the integration will then be enabled in PreciseFP.
To export to AdvisorEngine
Click on a client/prospect name to open their account details. Click on the Export button.
Choose AdvisorEngine
If the client is not already in AdvisorEngine, you can then create a new record on export, or if they do exist and are already connected to an existing account, it will push updates to the already existing record for the client, vs. duplicating it.
Once you've made your selection, click Export.
To import data from AdvisorEngine into PreciseFP, click on Accounts from the left-hand side and then select All Accounts. Then click on the + icon in the upper right-hand corner.
Click on the Import tab, choose Prospect or Client, and choose AdvisorEngine.
Enter the client's last name to import. Select the client and click Import.
The integration relies on some configurations within AdvisorEngine to function.
These configurations are:
Household Type with the name of "Person"
Household Classification with the name of "Client"
Household Classification with the name of "Prospect"
Note: The client must have a primary email on file and be listed as active in AdvisorEngine to import. If any of the above are missing, the client will not appear in the search results.