[TESTIMONIAL] Market Street Wealth Management firm uses PreciseFP

13 September, 2017 Blog, PreciseFP

Listen to Aaron Williams CFP, from Market Street Wealth Management, as he talks about his firm’s PreciseFP successes: Market Street Wealth Management uses PreciseFP extensively throughout their wealth management firm. For Market Street, PreciseFP allows: Efficient data-gathering. Ability for clients to upload documents safely and securely right within fact finders. Ability for clients to leave the form […]

Read more

[TESTIMONIAL] Blakely Walters wealth management firm uses PreciseFP

04 September, 2017 Blog, PreciseFP

Listen to Sloan Walters, from Blakely Walters Wealth Management, as he talks about his firm’s PreciseFP successes: Blakely Walters uses PreciseFP extensively within their wealth management firm. For their firm, PreciseFP addresses these key areas: – Targeted client profile data-gathering – Pre-filled customized forms – Ability to build and customize new forms – Real time updates from engaged […]

Read more

4 Tips to help Financial Advisors generate more Millennial Leads

4 Tips to help Financial Advisors generate more Millennial Leads

28 August, 2017 Blog, PreciseFP

Millennials are the largest generation in America with around 80 million consumers spending 200 billion dollars just this year. According to research by the Pew Research Center, the Millennial population is projected to peak at 81.1 million by 2036 and by 2050 there will be a projected 79.2 million Millennials. Considered the most diverse generation […]

Read more

Reduce your workload with Opportunities and Automation

Reduce your workload with Opportunities and Automation

21 August, 2017 Blog, PreciseFP

In recent years, the wealth management industry has seen an increase in regulatory oversight, coupled with a shift in customer behaviour when it comes to seeking financial advice. The “new wave” of clients expects laser-focused experiences that address their needs in a format (think: digital) that they are most comfortable with. Advisors, in order to […]

Read more

Bulk Contact Import is now available in PreciseFP

Bulk Contact Import is now available in PreciseFP

14 August, 2017 Blog, PreciseFP

Creating prospects and clients within PreciseFP can take a bit of time — especially if you have hundreds, or even thousands of them to create. Now, with our new Contact Importer, you are able to import all of your prospect and client contact information in a few short minutes. Import from dozens of applications If […]

Read more

PreciseFP Mobile App for iOS and Android

PreciseFP Mobile App for iOS and Android

07 August, 2017 Blog, PreciseFP

As a Financial Advisor in the Information Age, you need access to your client’s data no matter where you are. If you you are less connected than your clients, you won’t be able to establish relevant and meaningful relationships with them. With this in mind, we’ve developed a Mobile App that will help you engage […]

Read more

Make Your Firm’s Legal Documents e-Signable in PreciseFP

Make Your Firm’s Legal Documents e-Signable in PreciseFP

03 August, 2017 Blog, PreciseFP

PreciseFP allows advisors to create compelling content in a digital format that clients prefer. Whether it’s to build the most complete and up-to-date financial profile, thereby meeting the DOL Best Interest Rule, and others, or it’s to engage clients and prospects with compelling content (think freemiums!). No other solution allows you to engage clients and […]

Read more

Knowing your clients and serving them
In the most efficient manner possible

top