A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital
RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration helps advisors save time and streamline the financial planning process by exporting and importing selected household account data between the two platforms.
RightCapital is a leading financial planning software that received the highest advisor satisfaction rating in both the 2023 Kitces AdvisorTech Study and the 2023 T3/Inside Information Advisor Software Survey. PreciseFP, which recently joined LPL Financial’s affinity partnership program, makes manual, error-prone data entry a thing of the past — providing financial advisors with more time to meet with clients, create financial plans and grow their businesses.
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Once an advisor enables the RightCapital integration within PreciseFP, they can select accounts to sync household data including Client and Co-Client contact information, family members, income, expenses (export only), and goals. Advisors will also be able to customize how the fields in PreciseFP are mapped to the fields in RightCapital.
“We’re thrilled to add PreciseFP as our latest data integration partner to help advisors minimize manual data entry and free up their time to focus on more important tasks,” said Shuang Chen, co-founder and CEO of RightCapital. “As advisor tech stacks are becoming more sophisticated, ensuring that RightCapital integrates with the tools our advisors use is a top priority for us.”
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“Both RightCapital and PreciseFP are the highest rated advisor tech tools in their respective categories in the new AdvisorTech Study from Michael Kitces,” said Richard Thoeny, executive vice president – Product Strategy for PreciseFP. “It’s no wonder financial advisors have been clamoring for integration and we’re delighted to meet this demand.”
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