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 […]

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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 […]

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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 […]

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PreciseFP has a brand new Dashboard

PreciseFP has a brand new Dashboard

31 July, 2017 Blog, PreciseFP

In today’s fast-paced world, data-gathering is vital to a financial advisor’s success. To stay relevant in the age of automation, you must be able to quickly and securely collect, analyze, and store your client’s financial information. By working together with our users, we identified four key areas of the data-gathering process that deserved advisors’ attention […]

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[Press Release] – PreciseFP Incorporates e-Signatures into its List of Features

[Press Release] – PreciseFP Incorporates e-Signatures into its List of Features

27 July, 2017 Blog, PreciseFP Release Notes

PreciseFP Incorporates e-Signatures into its List of Features, Making the Most Widely-Used Client Data-Gathering and Engagement Tool Even More Compelling for Advisors ALPHARETTA, Ga, July 27, 2017 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms tool and client financial profile builder, today released e-signatures as part of […]

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[Press Release] – PreciseFP and Collegiate Funding Solutions Launch Integration Partnership

[Press Release] – PreciseFP and Collegiate Funding Solutions Launch Integration Partnership

11 July, 2017 Blog, PreciseFP Release Notes

Alpharetta, GA – July 11, 2017– PreciseFP is now an integration partner of Collegiate Funding Solutions (CFS), Inc. With this integration, PreciseFP clients that license CFS’ highly-acclaimed college-planning software can generate CFS’ college-planning reports from right inside their PreciseFP account using PreciseFP’s award-winning client-facing engagement forms. Skyrocketing college costs have dramatically altered the college planning […]

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