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Financial Services Software Integrated with PreciseFP (2026)

Last updated: March 2026

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6 software options

Acuity Scheduling logo

Online appointment scheduling software and assistant

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Integrates with PreciseFP, Xero, Hexfit, …

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AdvisorEngine logo

Wealth management platform for investment companies

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Integrates with PreciseFP, RIA Productivity Suite, Client Onboarding, …

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eMoney Advisor logo

Helping People Talk About Money

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Integrates with PreciseFP, HiddenLevers, Dropbox Business, …

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Integrates with PreciseFP, Xero, SAP Concur, …

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Docupace logo

Wealth management software solution

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Integrates with PreciseFP, AdvisorEngine, Docusign, …

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RightCapital logo

Financial planning solution

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Integrates with PreciseFP, Nitrogen, SmartOffice, …

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