Without the right digital tools, opening new client accounts can be tedious, time-consuming, and costly. PreciseFP empowers innovative client engagement capabilities, powerful automation, and workflow and operations management tools that allow wealth management advisors to connect more seamlessly with clients and prospects.
Ready to seamlessly onboard your new clients? Download Docupace’s best practice guide for ideas that you can implement today for a faster, easier, and more secure client engagement and data gathering experience.
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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge
See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.