Introduction
Docupace supports integration with PreciseFP, offering the capability to import and export data. This guide will walk you through the steps on how to configure this integration.
Audience: Docupace and PreciseFP Administrators, Financial Professionals, and Advisors.
Overview
Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce Back-Office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. Docupace and PreciseFP integration supports householding between both platforms.
Integration Steps
Field Mappings
PreciseFP/Docupace default field mappings
The following fields are mapped by default.
Map a new field
You can add a new unmapped field, e.g., SSN number.
Note: Only Administrators can map new fields.
Remove mapping
You can remove a field from a mapping.