PreciseFP

Publish date: 2024-05-04
PreciseFP™

PreciseFP™ is an intelligent, customizable online questionnaire that allows clients and prospects to provide data to their financial planners in a fast, easy, and efficient manner. This tool will process a PreciseFP™ XML file into a Junxure contact. (Note: only new contacts are imported - this interface does not update existing contacts.)

Requirements:  

See below for steps to:

Installation:

This interface should be installed on the workstation where you wish to perform the import. Once a contact has been imported, the information will be visible on all workstations.

Note: Firefox and Google Chrome users may need to download and save the file before running.

To create an icon on your desktop for this interface, browse to C:\Junxure\CodeDn\ and find the file called JXPreciseFP.exe. Right click the file and then choose Send To - Desktop.

Setting up the PreciseFP Interface:

Using the PreciseFP Interface:

Imported Fields

If you have any issues or concerns with this conversion please send an email to Junxure support at support @junxure.com or call us at1 (866) 586-9873, Option 1.

Third Party Software – Disclaimer

Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you require assistance with these issues, please contact the application software provider directly.

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