PreciseFP integration

List accounts.

3 fields

Get account.

1 field

Create account.

3 fields

Update account.

4 fields

Delete account.

1 field

Get account member.

2 fields

List contacts.

1 field

Get contact.

2 fields

Create contact.

7 fields

Update contact.

8 fields

Delete contact.

2 fields

List assets.

1 field

List liabilities.

1 field

List goals.

1 field

List family.

1 field

List insurance.

1 field

List documents.

1 field