Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

PreciseFP

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online

PreciseFP
  • Fact finder: Data gathering for a comprehensive financial plan.
  • Risk Tolerance: Scientifically-validated risk tolerance solution.
  • Service Agreement: Customizable agreements with e-signature.
  • KYC and compliance: Regulatory compliance solution.
  • Workflow automation: Reduce administrative and repetitive tasks.
  • Lead generation: Capture new prospects and grow your business.
PreciseFP

Companies that integrate with PreciseFP

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
XLR8
XLR8 / Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

PreciseFP

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.