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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,...

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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....

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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...

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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...

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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...

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[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...

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Coronavirus Changing Future Client Interactions?

I remember when I started my advisory business in 2003. Almost all of my early clients I got were...

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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...

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[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...

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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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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...

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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...

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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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