Software that connects to PreciseFP

The rule: every tool we list that names a live connection to PreciseFP, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to PreciseFP

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names PreciseFP, with no detail Recorded as "Precise FP" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Names PreciseFP, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
AdvisorEngine	Names PreciseFP, with no detail Recorded as "Precise FP" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Quivr	Names PreciseFP, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Quivr integrations page (Salesforce ecosystem integrations)	$250 a month for one person Connection cost: not stated on the Quivr pages we read (Oct 7).
SmartOffice	Data moves with PreciseFP; the vendor doesn't say which way Direction not stated: contact data synchronised	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to PreciseFP

4

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from and sends data to PreciseFP Data in: client contact information, goals, income and expenses Data out: some plan information, such as income and goals	Checked on the vendor's site · Oct 6RightCapital help centre: PreciseFP integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from PreciseFP Data in: household data from PreciseFP's standard templates (mostly a one-time import)	Checked on the vendor's site · Oct 6Income Lab help centre: PreciseFP integration	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from PreciseFP Data in: personal details, assets, liabilities and insurance policies Single sign-on	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names PreciseFP, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to PreciseFP

3

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Finmate AI	Sends data to PreciseFP Recorded as "PreciseFp" Data out: client financial data sent to the connected planning software Sends data to PreciseFP (through PreciseFP) Recorded as "Holistiplan (via PreciseFP)" Data out: client financial data, connected via PreciseFp Sends data to PreciseFP (through PreciseFP) Recorded as "Asset-Map (via PreciseFP)" Data out: client financial data, connected via PreciseFp	Checked on the vendor's site · Oct 13FinMate AI Notetaker page	$39 a month for one person Connection cost: not checked yet.
Zocks	Data moves with PreciseFP; the vendor doesn't say which way Direction not stated: fact finders, account opening forms and planning tool updates	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Quin	Sends data to PreciseFP Data out: meeting notes and client record changes	Checked on the vendor's site · Oct 13Quin integrations page	Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price. Connection cost: not checked yet.