Configuring the PreciseFP Integration
- Gints Vaskums
- Inese Auzina
- Mercedes Rothwell
Overview
PreciseFP is the leading data-gathering solution equipped with a broad suite of tools. The PreciseFP integration allows you to streamline your 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 between 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
Before you can follow these steps, the Precise FP integration settings are in the Docupace site.
If the integration settings are present, you may proceed.
If the integration settings are missing, the Home Office must work with Docupace Support to add the Precise FP settings to their site.
Note: If unsure, the Home Office can confirm with their Docupace Support Manager if the settings exist in Docupace.
For Field Mapping reference toField Mappings.
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.