Configuring the PreciseFP Integration
Overview
PreciseFP is the leading data gathering solution that also comes equipped with a suite of tools, including the following features. The Precise FP 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 at the same time.
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.
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.