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Custodial Onboarding – Automation Through Digitalization

I remember when it used to be such a hassle to get custodial forms filled out, signed by clients,...

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How to Effortlessly Increase Client Touch Points

Covid taught us a lot of things, not the least of which is that humans need to stay connected,...

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38% of Advisors Surveyed Use PreciseFP

We don't like to brag, but... Who am I kidding, we love to brag! Actually, the recently released Kitces Report: The Technology That...

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3 New (FREE) Templates Added!

We're excited to announce the addition of three new templates that were requested by advisors. You can copy them...

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Is Inflation Affecting Your CRM?

What a strange question. The answer as to whether inflation is having an impact on anything these days, including the use...

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Docupace Acquires Award-Winning Client Onboarding Provider PreciseFP

It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace....

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[Press Release] – PreciseFP Announces Integration with Schwab Advisor Services’ Digital Onboarding

With a new integration between PreciseFP and Schwad, advisors can autofill client information gathered via PreciseFP directly into Schwab’s...

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2021 Wealth Management Industry Awards winner for Client Onboarding/New Account Opening.

PreciseFP recently accomplished an outstanding achievement with its recognition by the industry as the number one platform for Client...

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[Press Release] – PreciseFP Launches v6.0, Empowering Advisors to Engage Clients Remotely with Greater Onboarding Automation

PreciseFP, a client engagement and onboarding tool, announces its v6.0 release, building on its popular platform used by thousands...

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9 Best Practices around Client Engagement and Data Gathering

I’d like to talk to you today about one of the most important, yet probably one of the most...

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17 Reasons Why PreciseFP is Better Than a Portal

We often get compared to a portal for financial advisors. For the record, we’re not offended by the comparison,...

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We’ve Got Something to Tail You.

There isn’t a day that goes by at PreciseFP where somebody doesn’t ask us this: “Can I put a...

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Wages Are Rising. We Can Ease the Pain.

Last week, I said I was going to talk about PreciseFP's Custom Template Development Services this week. And I...

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Top Advisors Use PreciseFP to Target Niches

Let's face it, the world of financial planning is VAST. We work with clients on everything from investments, to...

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