PreciseFP is a data management platform that allows advisors to gather client data and distribute the information to other platforms. This integration will enable advisors to export client information such as contact info, goals, income, and expenses from PreciseFP into RightCapital. It also allows certain plan information, such as income, goals, etc., to be imported into PreciseFP from RightCapital.
Click on a client/prospect name to open their Account Details. Click on the Export button and then select RightCapital.
If the client is not already in RightCapital, you can create a new record on export, or if they do exist and are already connected to an existing account, it will push updates to the already existing record for the client vs. duplicating it. Once you've made your selection click on Export.
PreciseFP / RightCapital Mapping Table
Everything you can import / export using the PreciseFP integration is listed here.
Click on Accounts from the left-hand side of the page. Select All Accounts, then click on the + icon in the upper right-hand corner.
Click on the Import tab and choose Prospect or Client. Then select RightCapital from the list.
Enter the client's last name in the search box. Select the desired record from the results and click Import.
The client must have a valid email address in RightCapital to import. Clients without email addresses will not show up in the search results. To add an email, navigate to the RightCapital Advisor Portal > Client tab > Personal Info.
For additional assistance within RightCapital please contact our Support team.
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