AdvicePay Financial Advisor Community Blog

Announcing the AdvicePay And PreciseFP Integration

December 08, 2020 By Mary Moore
Mary Moore

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

AP + Precise FP Logos

AdvicePay Launches Integration with PreciseFP

What is PreciseFP?

PreciseFP is a client engagement and data gathering tool that provides multiple tools in one easy to use package: Fact Finding, Forms Library, Service Agreements with eSignature, Risk Tolerance, KYC and Compliance, Workflow Automation, and Lead Generation.

What can I do with the AdvicePay and PreciseFP integration?

The integration is bi-directional, meaning that data can flow from PreciseFP to AdvicePay, and vice versa. Contact details, including custom contact fields, can be shared between the two applications, and invoice information is available to be imported into PreciseFP and routed to PreciseFP’s other integration partners as well.

With this integration you are able to:

  • Export, link, and/or update PreciseFP prospects and clients to AdvicePay
  • Import client profile data from AdvicePay into PreciseFP
  • Pull client invoice information from AdvicePay into PreciseFP

 

 

Example use cases for getting the most out of the integration!

  • Every time a client is added on PreciseFP, send the client to AdvicePay (or link to an existing account). This also works the other way around, so you could create a process of adding clients to AdvicePay, then importing them into PreciseFP.
  • Update client information in AdvicePay when something changes in PreciseFP.
  • When sending a client a new engagement or form in PreciseFP, send a history of their payments from AP (or send an unpaid invoice for new clients).

 

How does the integration work?

Check out our full HelpDesk article to get instructions on how to connect PreciseFP to AdvicePay here.

AdvicePay and PreciseFP will be hosting a live webinar demonstration of the integration on Tuesday, January 12th, 12:00 PM MST.

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Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases