Top 5 Templates Advisors Use
Over the years, we've expanded our Template Library to help advisors run more efficient practices and offer better client...
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PreciseFP: An Integral Part of Compliance
If you’ve been following the SEC’s Form CRS requirements or the latest reporting requirements under the CFP Board’s New Standard of Conduct,...
Read more »Top 5 Webinars of All Time
We’ve been offering advisors webinars since we started, in 2007. Since that time, they have only grown in popularity....
Read more »Create Your Own Robo Becoming More Popular
Imagine clients going to your website and engaging with PreciseFP to provide information on the types of accounts they...
Read more »Kitces Podcast: How PreciseFP is being used as the core data hub, replacing many “traditional” tools that advisors use
Industry expert Michael Kitces recently interviewed PreciseFP user and advisor Shanna Tingom as part of Michael’s Financial Advisor Success...
Read more »Wealthbox Custom Fields and Integration Mapper
You asked for it. Now you have it: the ability to map custom fields that you created within Wealthbox...
Read more »[Press Release] – New Salesforce, XLR8 Integrations and Mapper for Custom Field Mapping
ALPHARETTA, Ga, March 26, 2020 – PreciseFP, a client engagement and onboarding tool, announces two new integrations for Salesforce...
Read more »Coronavirus Changing Future Client Interactions?
I remember when I started my advisory business in 2003. Almost all of my early clients I got were...
Read more »Estate Planning: Help Clients Get Organized
It’s inevitable. We are all going to die. With that less than uplifting thought out of the way, let’s...
Read more »[Press Release] – DocuSign Integration Allows for Increased Onboarding Efficiencies for Custodians, Institutions, and Break-Aways
ALPHARETTA, Ga, January 28, 2020 – PreciseFP, a client engagement and onboarding tool, is pleased to announce a new...
Read more »Proud to be Paperless
I recently had the pleasure of talking with a long-time user who made me feel really good about what...
Read more »Better Risk Tolerance and So Much More
PreciseFP offers a scientifically-validated risk tolerance questionnaire that meets the needs of most advisors - plain and simple. Yet, it costs...
Read more »Digitizing the Onboarding Process for TD Ameritrade Institutional
We just rolled out an onboarding solution for advisors who custody with TD Ameritrade Institutional that is truly unique. You...
Read more »Fact Finding Gone Wrong
So you have a brand new young, recently married client couple. They are super excited to start working with...
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