PreciseFP Integration
C
Caleb Huftalin
Pull through client info from PreciseFP to Hubly to reduce re-keying of data. For example, right now we are manually syncing the following (via exports from PFP into spreadsheet and then looking at streams, etc)
TYPICALLY ONE TIME:
- First & Last Name for Client & Co-Client
- Birthday
- Anniversary
ONGOING SEMI-ANNUALLY OR MORE OFTEN VIA MANUAL CROSSCHECK:
- Lead Advisor
- Client Segmentation (A client vs B client, etc) utilizing which stream they are in
- Client Status (Prospect vs Client vs Former Client, etc) utilizing which stream they are in
We'd also love to sync up last Fee Date, IPS Date, and Last Meeting Date
B
Benjamin Baldwin III, CFP®, ChFC, CeFT®
Please expand this integration to an either way synch of all of the data you hold that Precise FP is able to also gather. In Precise FP being able to select whether to import from Redtail or Export to it, then execute. This function on a per household or contact basis, not across the database.
D
Diane Pascua
Vote Yes!
Fred Egler
Hi Brandon Catrett, Cory Belcher let me know you discussed some product feedback related to a potential PreciseFP integration. If you'd like to add more info about what you envision, please comment on this post! Thanks.