PreciseFP

PreciseFP is a data gathering and client engagement platform for financial advisors. It helps advisors collect client data, onboard new clients, and collaborate on financial planning. It's used by financial advisors and wealth management firms.

Official docs: https://precisefp.zendesk.com/hc/en-us

PreciseFP Overview

• Client
  • Client Facts
• Insurance
• Investment
• Account
• Goal
• Form

Working with PreciseFP

This skill uses the Membrane CLI to interact with PreciseFP. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.