![[New Feature Alert] – New Client-Facing Videos for Use in Your PreciseFP Forms!](https://precisefp.com/wp-content/uploads/2017/03/new_icon_1.png){kind=icon}
[New Feature Alert] – New Client-Facing Videos for Use in Your PreciseFP Forms!
They say that a picture is worth a thousand words. With over a thousand frames in a typical 1 min recording, that must make video worth over a million words. The truth is, clients love video. Video is motivating and speaks to their senses. So why no put videos in your PreciseFP forms? After all, […]
[Deployment] – Latest PreciseFP Deployment – 3/4/2017
1. Header Search Box Advisors can now quickly find Clients/Prospects by using the Search Box on the top header. 2. Keyboard Shortcuts We’ve implemented Keyboard Shortcuts for easier navigation. You can see the full list on the Sidebar Help Icon 3. Form Template Advanced Settings – Advisors can define: How they want the Multiple Groups […]
PreciseFP Clear Winner in 2017 Software Survey
Advisors who participated in the “2017 Software Survey”, conducted by T3, Advisor Perspectives, and Inside Information, gave PreciseFP top honors as the number one client data-gathering solution. The survey was created to help advisors better understand today’s technology options, using feedback from their professional peers. “This is a significant milestone for us.” said Don […]
[New Feature Alert] – Customizing the Client/Prospect Overview
PreciseFP collects massive amounts of client and prospect data. Some of the data pieces are likely more important to you than others. For instance, you may want to highlight the client’s age or birthday, or other information that you gather. Whatever the key pieces of information are that you want to display, you can accomplish […]
[New Feature Alert] – Highlighted Recently Updated Fields
Your client just updated her financial profile. It took her just minutes to complete, since you pre-filled it with data from your CRM and financial planning applications. Wouldn’t it be nice to be able to see exactly what changed in your client’s data? Now you can! With our latest enhancement, Highlighted Recently Updated Fields, you […]
![[Press Release] – PreciseFP Integrated w/h WealthBox and SalesForce](https://precisefp.com/wp-content/uploads/2016/10/logo_target-1.png){kind=logo}
[Press Release] – PreciseFP Integrated w/h WealthBox and SalesForce
Alpharetta, GA Feb 20, 2017 – PreciseFP, the leading client data-gathering tool used by thousands of financial professionals to satisfy compliance obligations, including the “DOL Best Interest Rule”, released today two important integrations with leading CRMs Wealthbox and Salesforce. “These two bi-directional integrations make the PreciseFP platform an even more powerful offering by further eliminating […]
Client / Advisor To-Do Checklist Available – Forms Library
We at PreciseFP continue to build form templates that make advisors’ lives easier and their firms more efficient. We created the “Client / Advisor To-Do Checklist” template so that advisors can see how easy it is to create custom to-do lists for each and every client.Important to-do items can be customized and assigned to either […]
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@PreciseFP expands offering to the U.K. (podcast). U.K. advisors have access to our award-winning #fintech to bette… https://t.co/1kRBhvlNGR
Tech-Savvy Advisors Are Outperforming Their Peers: Imagine that! @PreciseFP @XYPlanning @BillWinterberg #fintech https://t.co/LoNmepyKWn
@StephenBoswell I think that you would be interested in @precisefp, given your focus on helping advisors be more profitable.
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