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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 10 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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