Follow

PreciseFP

Integration Name:

PreciseFP3.0_logo_1_.png

Integration Type:

Form Filling Software

Setting up the integration:

You need not enter your PreciseFP credentials anywhere within Redtail in order to enable this integration, but your Redtail username and password are required to set this up on PreciseFP's side. You can see their instructions for setup and usage of the integration here.

Integration functionality:

The integration with PreciseFP allows you to import contacts from Redtail into PreciseFP and to export updated client data from PreciseFP back into Redtail

Integration Spotlight:

Click here for a recorded spotlight webinar featuring PreciseFP and Redtail

Precise FP resources:

PreciseFP Redtail Documentation

PreciseFP Website 

If you are looking for more Financial Planning Tools, click here!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk