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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...

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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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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...

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Latest Deployment from PreciseFP

Last week, we tweeted about some exciting news from PreciseFP and Shareholders Services Group. Together, we digitalized the on-boarding...

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[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...

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[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...

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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....

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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...

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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...

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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...

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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...

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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...

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