PreciseFP

PreciseFP holds the household and account details that shape a financial plan, but keeping that record current usually means updating it after the fact, if there's time. Quin connects to PreciseFP and updates household and member records from the conversations already happening, so the file reflects what was said in a meeting, not a shorthand version written up later.

What you can do with PreciseFP and Quin

• Get a household or account record updated the moment it comes up in a meeting.
  Quin logs it the same way an assistant taking notes in the room would.
• Update member and secondary contact details as they're discussed.
  A change in address or a new dependent gets added without a separate entry step.
• Look up a client's record before a meeting starts.
  The context is ready without opening PreciseFP to piece it together first.
• Check whether a client has completed a form or engaged with a PDF you sent.
  The answer comes back directly, without checking each account by hand.
• Match a client mentioned by name to their existing PreciseFP record.
  There's no need to remember an exact account number.
• Keep household details current between meetings.
  Not just at the moment a plan gets built.

Who this helps most

• Financial advisors managing multiple households, where updating PreciseFP after every meeting competes with time spent with clients.
• Teams tracking form completion and engagement across a book of clients, since the status is available without checking each record individually.
• Anyone prepping for a meeting with a household they haven't spoken to recently, since account context is ready before the call starts.

How this shows up day to day

• A review meeting surfaces a change worth logging, like a new job or a shift in risk tolerance.
  Quin updates the household record the moment the meeting ends.
• A client asks whether they've finished the forms sent to them.
  Checking engagement status happens in the same conversation, without opening PreciseFP separately.
• Prepping for a meeting with a household from earlier in the year.
  Pulling up their record beforehand means starting with context instead of a cold open.

Frequently asked questions

What happens when I connect PreciseFP?
Quin starts logging meeting notes to household and account records, and can check form and PDF engagement status on request.

Why isn't a meeting update showing up in PreciseFP?
Confirm the integration shows Active on the Integrations page and that the Notetaker attended the meeting and generated a recap.

Why can't Quin find a client I know exists in PreciseFP?
Confirm the account isn't archived, then search using the client's full name or email address instead of a partial match.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just PreciseFP.

Do I need anything besides an API key to connect PreciseFP?
Yes. Your calendar also needs to be connected to Quin, since that's how meetings get detected and matched to the right household.

Does Quin replace PreciseFP?
No. PreciseFP remains the system of record for household and account details. Quin keeps it current and pulls context from it, but PreciseFP stays the source of truth.