Get started with Wealthbox + PreciseFP

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.