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:
- These instructions are for Junxure Version 8 users. The Precise FP interface is installed by default in Junxure Version 9 on the contact record's Database Tools> Interfaces tab.
See below for steps to:
- Install the PreciseFP interface
- Using the PreciseFP interface
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.
- Click this link to run a self-extracting executable that will install your workstation with the PreciseFP interface
- Click Run, Run, then Install on the dialog boxes that appear. (Do not change the destination folder on the WinRAR self-extracting archive dialog box).
- If you see a Confirm file replace dialog message, click Yes to All to replace outdated files with the most current files.
- Once the install is complete, the interface will launch for the first time. (See instructions below for using the PreciseFP interface.)
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:
- First time users will need to enable the export capability for Junxure with PreciseFP. To begin, log in to PreciseFP and click on Account. <![CDATA[ ]]>
- The Account Screen opens. Click on the Integrations tab, then select the Junxure checkbox. Click Save.
- Close your PreciseFP session and then reopen to use the interface.
Using the PreciseFP Interface:
- Logon to your PreciseFP web site, select Submissions tab, and then select the contact that you want to import.
- Select the most recent version of the client.
- Click Export Data
- Select Junxure and the click Continue.
- Select Save
- Save the file on your local System and remember the location.
- Start the JxPreciseFP.exe program
- Select the XML file and click Next
- The contact information will be imported automatically, but you can select the additional items that you would like to import.
- You can click on an item in the list box on the left to preview what will be imported in the grid on the right.
- Click Next to import the contact
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.
