Fintech Automation Blog

PreciseFP and RightCapital Partner-Up for a New Integration! blog financial advisors fintech forms integrations new feature precisefp rightcapital Aug 23, 2023

By Anthony Schorling


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...

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