You’re buried in a transition, sorting through endless client data that needs to be organized, verified, and transferred. It’s stressful. It’s time-consuming. It’s overwhelming. But it doesn’t have to be.
PreciseFP starts with collecting client data and ends with an efficient data transfer to LPL.
No more messy spreadsheets — everything is clean and ready for LPL.
Clients update their data, saving you time.
Automated organization reduces errors.
Focus on the day-to-day servicing of clients, not paperwork.
A smooth, secure transition that impresses clients.
Step-by-Step Guidance for a Stress-Free Move
Take full control of how you gather eConsent—send clients a secure engagement link or initiate the process directly. No manual paperwork, no delays.
Decide the level of client participation. Fully collaborate with them to review and update all data, selectively involve them, or handle the process yourself for a seamless experience
Keep transitions on track with automated follow-ups, ensuring clients complete their data submission on time—without extra effort on your part.
You’re in charge. Deliver the necessary data when you’re ready, initiate account generation at the right moment, and transition on your terms.
With PreciseFP, the ultimate goal is to get your client and account-level data perfectly formatted for LPL. Not only will you cover your bases by securely requesting client consent to share their data, but you’ll also provide them with an opportunity to review and update their information directly within the platform.
Share a secure PreciseFP link with your clients.
Clients complete it anytime, from any device.
Clients follow clear step-by-step instructions to review, update, and consent to data sharing.
All information is encrypted, structured, and optimized for LPL.
That’s it.
No spreadsheets, no endless emails — just a faster, more efficient way to transition.
If you’re ready to make your transition smooth and secure, here’s what to do next:
Meet with an attorney to get guidance on how client data can be used.
Get Started at PreciseFP.com.
Gather the data required to transition your book of business (based on attorney guidance).
PreciseFP offers two simple ways for clients to provide consent to share their data:
1. Create Your PreciseFP Account
Sign up for your account. It’s fast and easy.
2. Agree to the Data Sharing Terms
Once you’ve created your account, review and agree to the Consent to Private Data terms. Select “Yes” to sharing data, sign the certification, and download any disclosures if needed.
3. Start the Data Gathering Process
Once the agreement is signed, you can start gathering your client’s data.
1. The Client Gets the Email
Your client will receive an email with a link to begin the process.
2. Client Verifies Their Identity
To keep things secure, your client will enter a PIN sent to their phone or email.
3. Client Signs the Data-Sharing Agreement
After they verify their identity, your client will sign the Data-Sharing Agreement. They won’t be able to proceed without signing.
4. Client Enters Their Data
Once the agreement is signed, your client will input their information. It’s an easy process with clear instructions.
When you’re ready, simply create the file and upload it directly to LPL. It’s fully optimized and formatted from the start, so you can skip the hassle of editing or reformatting—just a smooth, seamless transition.
PreciseFP streamlines the entire transition process:
PreciseFP uses 256-bit SSL encryption, the highest level of encryption available, and multi-factor authentication. Sensitive fields can be encrypted, and access is securely managed. We also conduct regular internal and external audits to ensure ongoing compliance with industry standards.
PreciseFP is non-transactional — focused solely on collecting client information securely, not processing financial transactions.
With PreciseFP, you can complete the form side-by-side with your client, walk them through it over Zoom, or send it to a trusted family member to assist on their behalf. Our goal is to make data collection feel simple, personal, and secure — however it works best for them.
Once your data is inside PreciseFP, transitioning to LPL is quick and straightforward. You can export your client data using the pre-formatted LPL Excel template, then upload it directly into the LPL system. That’s it — your transition is complete in just a few steps
Yes! PreciseFP gives you full visibility into each client’s progress. You’ll receive real-time email notifications when a client accesses or completes a form, and you can monitor their progress with a percentage-based completion tracker. If a client stalls, PreciseFP automatically sends reminder emails every three days — but you can always step in with a personal follow-up when needed.
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