Fintech Automation Blog
Introduction
One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...
Introduction
Financial advisors - boy do we have the treat for you!
We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...
From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:
1. Click here to log into your Wealthbox CRM account
2. Once you're logged in, click here to access the Workflow Templates Menu
3. Click the name of the workflow...
Introduction
In the previous posts, we went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple Zap using a simple form. This should enable you to see what Zapier is capable of, how it...
