Integrations /Onboarding & Form Tools

Get started with Wealthbox + PreciseFP

Modern CRM integrated with advanced data-gathering technology.


PreciseFP is an automated and customizable data-gathering solution that helps financial advisors capture client data to be used in client onboarding and to populate an advisors’ CRM. The integration with Wealthbox is a bidirectional syncing of contacts between the two platforms, which eliminates the manual data entry of new contacts.

Easily import Wealthbox contacts into PreciseFP with the click of a button.

Get started with Wealthbox + PreciseFP

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