Reduce, Reuse, Recycle — The Three R’s of Client Onboarding
Client onboarding means different things to different people. To some, it means getting agreements signed, accounts opened, and assets...
Read more »Client onboarding means different things to different people. To some, it means getting agreements signed, accounts opened, and assets...
Read more »I remember when it used to be such a hassle to get custodial forms filled out, signed by clients,...
Read more »Covid taught us a lot of things, not the least of which is that humans need to stay connected,...
Read more »We don't like to brag, but... Who am I kidding, we love to brag! Actually, the recently released Kitces Report: The Technology That...
Read more »We're excited to announce the addition of three new templates that were requested by advisors. You can copy them...
Read more »What a strange question. The answer as to whether inflation is having an impact on anything these days, including the use...
Read more »It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace....
Read more »With a new integration between PreciseFP and Schwad, advisors can autofill client information gathered via PreciseFP directly into Schwab’s...
Read more »PreciseFP recently accomplished an outstanding achievement with its recognition by the industry as the number one platform for Client...
Read more »PreciseFP, a client engagement and onboarding tool, announces its v6.0 release, building on its popular platform used by thousands...
Read more »I’d like to talk to you today about one of the most important, yet probably one of the most...
Read more »We often get compared to a portal for financial advisors. For the record, we’re not offended by the comparison,...
Read more »There isn’t a day that goes by at PreciseFP where somebody doesn’t ask us this: “Can I put a...
Read more »Last week, I said I was going to talk about PreciseFP's Custom Template Development Services this week. And I...
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