Our Blog

[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 tool and client financial profile builder, is pleased to announce a new partnership with Independent Financial Partners (IFP), making available PreciseFP’s full set of powerful features to over 500 advisors nationwide. IFP is venturing into a

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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. You might find it curious that, in the report, PreciseFP was actually placed under the “Miscellaneous Tools” category. I don’t find it surprising at all. Let me explain why… After 12+ years in this business, we

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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 situation. We then transcribe all that they say and then later enter that information into our financial planning software. It’s a white glove approach that high net worth clients expect of us.” Do they? Do they

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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 gathering for easy client onboarding, and win new clients with digital lead generation, unveils version 5.0 of its online platform at the 2018 XYPNLIVE conference in St. Louis, MO. With PreciseFP 5.0, financial advisors and insurance

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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 explores the fintech world. Jason interviews fintech entrepreneurs about their stories, what they do, and what their impact is on consumers, incumbents, and the industry is as a whole. https://www.fintechimpact.co/podcast/2018/precisefp

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 their own podcasts to attract and retain clients. During the interview, Matt Halloran asks Don about his journey from IT professional to CFP® to now wearing both hats as he, along with longtime business partner and friend

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ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: INTEGRATIONS WITH DOCUMENT STORAGE APPLICATIONS GOOGLE DRIVE, DROPBOX AND BOX.COM

MARCH 23, 2018 We are excited to announce PreciseFP’s latest product enhancements, which are aimed at facilitating more efficient document storage. If you use – or are thinking about using – Google Drive, Dropbox or Box.com then we have made your life so much easier. With the latest deployment, you can enable integrations with these

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PreciseFP Establishes Affiliation with the University of Georgia

PreciseFP has established an affiliation with the University of Georgia (UGA) Financial Planning Program which resides in the College of Family and Consumer Sciences. UGA’s Financial Planning Program, which is ranked among the best in the nation, provides students with the knowledge, skills and technical expertise to be successful financial planners. As part of the

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PreciseFP Rivals Billion-Dollar Workstations

In a recent article published in Forbes, Sophia Bera of Gen Y Planning describes how she set up her financial advisory business, making use of advanced fintech like PreciseFP. For about $5,000, Bera was able to create a tech stack that rivals those of major brokerages.  Michael Kitces of Nerd’s Eye View recently wrote: “…

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[Deployment] – ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: CALENDLY INTEGRATION, RISK TOLERANCE GROUP SCORES, AND RISK TOLERANCE SCORE AUTOMATION

FEBRUARY 27, 2018 We are excited to announce PreciseFP’s latest product enhancements.We made a number of enhancements with this latest deployment. Among the most noteworthy are: Calendly Integration. You can now add your Calendly calendar to one or more of your customized PreciseFP templates by simply pasting your calendly link wherever you want clients or

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Differentiate Yourself from the Advisor Down the Street

  It’s easy to fall into the trap of becoming the McDonald’s of the financial advice business. The right #Fintech can help you highlight your unique offering.   With the advent of client-facing advisor tech, client self-service has taken on a new dimension. Clients can login to see their investments, view updates to their financial

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PRECISEFP ANNOUNCES LAUNCH OF NEW DIGITAL TEMPLATE LIBRARY

Digital solution makes it easier than ever for advisors to save time and money by automating workflows. ATLANTA; January 29, 2018 – PreciseFP, a leader in data gathering for easy client onboarding, announced today the launch of an extensive digital Template Library designed to help financial advisory firms digitalize each stage of the customer lifecycle.

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