PreciseFP

A detailed list of fields that map to/from AdvicePay

AdvicePay Mapping Table

A detailed list of fields that map to/from AdvisorEngine

AdvisorEngine Mapping Table

A detailed list of fields that map to/from Asset-map

Asset-map Mapping Table

A detailed list of fields that map from Blueleaf

Blueleaf Mapping Table

A detailed listed of fields that export into Charles Schwab Advisor Center.

Charles Schwab Mapping Table

A detailed list of fields that map to/from Docupace

Docupace Mapping Table

A detailed list of fields that map to/from eMoney

eMoney Mapping Table

A detailed list of fields that map to MoneyGuide (Export Only)

MoneyGuide Mapping Table

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

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM (Naya version)

Practifi (Naya) Mapping Table

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

Redtail Mapping Table

A detailed list of fields that map to/from RightCapital

RightCapital Mapping Table

A detailed list of fields that map to/from Salesforce Enterprise Edition

Salesforce Enterprise Mapping Table

A detailed list of fields that map to/from Salesforce Financial Services Cloud

Salesforce Financial Services Cloud Mapping Table

A detailed list of all fields that map to/from SmartOffice CRM

SmartOffice Mapping Table

A detailed list of fields that map to/from Wealthbox

Wealthbox Mapping Table

A detailed list of fields that map to/from XLR8 Salesforce Edition.

XLR8 Mapping Table

A detailed list of default fields that map to Holistiplan from PreciseFP

Holistiplan Mapping Table

Zocks

Integration Mapping Tables

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.