Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Digital client data gathering platform that automates the collection of financial information for advisors.
Description
PreciseFP enables advisors to send customized digital fact-finders to clients with automated field population and integrations into major CRM and financial planning platforms.
Integrations
PreciseFP has 17 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 4
- Asset-Map Level 3
- Blueleaf Level 3
- DocuSign Level 5
- eMoney Advisor Level 5
- FP Alpha Level 3
- G-Suite Level 5
- Income Lab Level 3
- MoneyGuide Level 5
- Office 365 Level 5
- Pulse360 Level 4
- Redtail Level 4
- Salesforce Level 4
- Savvy Social Security Level 5
- SmartOffice Level 3
- Wealthbox Level 5
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?
Developer sandbox URL
No
