Reduce, Reuse, Recycle — The Three R’s of Client Onboarding
Client onboarding means different things to different people. To some, it means getting agreements signed, accounts opened, and assets...
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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,...
Read more »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,...
Read more »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...
Read more »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...
Read more »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...
Read more »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....
Read more »[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...
Read more »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...
Read more »[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...
Read more »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...
Read more »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,...
Read more »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...
Read more »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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