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.
Audience: Docupace and PreciseFP Administrators, Financial Professionals, and Advisors.
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.
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Using the PreciseFP Integration (Docupace Platform User Guides)