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Most advisors use PreciseFP to lessen the burden of data-gathering. It makes engaging with clients easier and gets the...
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Check out what we've been up to.
New Integrations with Asset-Map and Blueleaf
PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while...
Read more »77% of Financial Advisors Lost Business Due to Inadequate Technology
About 10 years ago, I got my biggest client. It was a wealthy couple approaching retirement age who had...
Read more »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...
Read more »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...
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