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

Flextract and PreciseFP

Quin

Integration Mapping Tables

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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