Overview

PreciseFP is the leading data gathering solution that comes equipped with a broad suite of tools. The PreciseFP integration allows users to streamline their data-gathering processes and become more efficient at engaging clients. The Docupace Platform improves efficiency and enhances the experience of advisors and investors. The integration of both systems provides an opportunity to use the advantages of each system simultaneously.

Features:

• Fully integrated Risk Tolerance and IPS solution

• Surveys

• Fact Finders

• E-signatures

• Smart Custodial Form Filling

• Service Agreements

• Lead Generation

• KYC & Compliance

Integration Steps

Field Mappings

PreciseFP/Docupace default field mappings

The following fields are mapped by default.

Mapping a new field

You can add a new unmapped field, e.g., SSN number.

Removing a mapping

You can exclude a field from being mapped between the two systems, by removing the mapping.

Troubleshooting Tip: Fields with erroneous mapping will be highlighted in red, i.e. items that do not have a corresponding field in Docupace or in PreciseFP. Make sure to remove these entries and, if necessary, replace them with correct mappings. Check all sections: Client Folders, Quick Start Contacts, Client Subfolders, and Documents.