The Asset-Map + PreciseFP integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency while helping you build more meaningful conversations.
Quickly and easily connect Asset-Map through PreciseFP (only needs to be done once and you do not need to set up the integration within Asset-Map). It’s as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
View and create household members with associated data found in the client’s current profile on PreciseFP. You can also import created in Asset-Map directly into the PreciseFP platform.
