[Deployment] – Latest PreciseFP Deployment – 3/4/2017

[Deployment] – Latest PreciseFP Deployment – 3/4/2017

05 April, 2017 PreciseFP Release Notes

1. Header Search Box Advisors can now quickly find Clients/Prospects by using the Search Box on the top header. 2. Keyboard Shortcuts We’ve implemented Keyboard Shortcuts for easier navigation. You can see the full list on the Sidebar Help Icon 3. Form Template Advanced Settings – Advisors can define: How they want the Multiple Groups […]

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PreciseFP Clear Winner in 2017 Software Survey

24 March, 2017 PreciseFP

Advisors who participated in the “2017 Software Survey”, conducted by T3, Advisor Perspectives, and Inside Information, gave PreciseFP top honors as the number one client data-gathering solution. The survey was created to help advisors better understand today’s technology options, using feedback from their professional peers.   “This is a significant milestone for us.” said Don […]

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[New Feature Alert] – Highlighted Recently Updated Fields

13 March, 2017 PreciseFP Weekly

Your client just updated her financial profile. It took her just minutes to complete, since you pre-filled it with data from your CRM and financial planning applications. Wouldn’t it be nice to be able to see exactly what changed in your client’s data? Now you can! With our latest enhancement, Highlighted Recently Updated Fields, you […]

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[Press Release] – PreciseFP Integrated w/h WealthBox and SalesForce

[Press Release] – PreciseFP Integrated w/h WealthBox and SalesForce

20 February, 2017 Blog, PreciseFP Release Notes

Alpharetta, GA Feb 20, 2017 – PreciseFP, the leading client data-gathering tool used by thousands of financial professionals to satisfy compliance obligations, including the “DOL Best Interest Rule”, released today two important integrations with leading CRMs Wealthbox and Salesforce. “These two bi-directional integrations make the PreciseFP platform an even more powerful offering by further eliminating […]

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Client / Advisor To-Do Checklist Available – Forms Library

Client / Advisor To-Do Checklist Available – Forms Library

15 January, 2017 PreciseFP Weekly

We at PreciseFP continue to build form templates that make advisors’ lives easier and their firms more efficient. We created the “Client / Advisor To-Do Checklist” template so that advisors can see how easy it is to create custom to-do lists for each and every client.Important to-do items can be customized and assigned to either […]

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