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...
Read more »You’re Overpaying for Risk Tolerance. Mom Doesn’t Approve.
Mom wouldn't want you to overpay for your risk tolerance software. Nor would you, I imagine. Yet, that's what...
Read more »Latest Deployment from PreciseFP
Last week, we tweeted about some exciting news from PreciseFP and Shareholders Services Group. Together, we digitalized the on-boarding...
Read more »[Press Release] – Shareholders Service Group and PreciseFP Launch NIGO-Reducing Digital On-Boarding, Putting Pressure on Competing Custodians
ALPHARETTA, Ga, March 4, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully...
Read more »[Press Release] – Independent Financial Partners Chooses PreciseFP to Create a More Interactive and Data-Driven Approach
ALPHARETTA, Ga, February 14, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms...
Read more »PreciseFP Wins Number One Spot!
It’s official! We’re number one when it comes to client data-gathering! This, according to the 2019 T3 Software Survey Report....
Read more »Are You Holding Your Client’s Hand a Little Too Much?
I’ve heard it a million times: “Our clients expect us to listen to them as they describe their financial...
Read more »PreciseFP Unveils Version 5.0 at XYPN 2018 in St. Louis, MO
ALPHARETTA, Ga, September 25, 2018 – PreciseFP, a data management platform that helps financial professionals go paperless, automate data...
Read more »The Fintech Impact Podcast
July 5, 2018 [Toronto, Canada] Jason Pereira interviews PreciseFP CEO Don Whalen in this week’s installment of a podcast that...
Read more »Podcast: Don Whalen Interviewed by Top Advisor Marketing
Co-Founder and CFP® Don Whalen was recently interviewed by Top Advisor Marketing, a leading service provider helping advisors create...
Read more »ANOTHER WEEK, ANOTHER PRECISEFP DEPLOYMENT: TWO NEW LEAD MAGNETS!
APRIL 16, 2018 We deployed two new lead magnets last week and two more this week! Advisors have already...
Read more »ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: ENGAGE PROSPECTS WITH NEW LEAD MAGNETS FOR YOUR WEBSITE
APRIL 9, 2018 We are excited to announce PreciseFP’s latest product enhancements which are aimed at helping you win...
Read more »ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: INTEGRATIONS WITH DOCUMENT STORAGE APPLICATIONS GOOGLE DRIVE, DROPBOX AND BOX.COM
MARCH 23, 2018 We are excited to announce PreciseFP’s latest product enhancements, which are aimed at facilitating more efficient...
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