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Income Lab
Income Lab

PreciseFP offers an export-only integration with Income Lab that is managed within the Income Lab platform

Updated over 9 months ago
Income Lab Integration Guide

Per Income Lab's Documentation, the following can be exported to Income Lab from PreciseFP:

PreciseFP Objects:

  • Household info

  • Retirement dates

  • IRA accounts

  • 401k accounts

  • 403b accounts

  • 457b accounts

  • Loans

  • SEP IRA accounts

  • Roth IRA accounts

  • Taxable accounts

  • Roth 401k accounts

  • Mortgages

  • Simple IRA accounts

  • Credit Cards

  • Other Assets

  • Banking Accounts

  • Personal Properties

  • Pensions

  • Employments

  • Self-Employment

  • Social Security

  • Life Insurances

  • Certificates of Deposit

  • College Funds

  • Major Purchases

  • Annuities

  • Health Insurances

  • Disability Insurances

  • Long-Term Insurances

  • Homeowner Insurances

  • Auto Insurances

  • Umbrella Insurances

  • Malpractice Insurances

  • Other Insurances

Keywords: Income Lab, integration

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