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...
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[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...
Read more »Top Advisors Use PreciseFP to Target Niches
Let's face it, the world of financial planning is VAST. We work with clients on everything from investments, to...
Read more »[Press Release] – New Integration with AdvicePay
PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing...
Read more »FREE: RTQ + IPS + e-Signature
Most advisors use PreciseFP to lessen the burden of data-gathering. It makes engaging with clients easier and gets the...
Read more »New Integrations with Asset-Map and Blueleaf
PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while...
Read more »77% of Financial Advisors Lost Business Due to Inadequate Technology
About 10 years ago, I got my biggest client. It was a wealthy couple approaching retirement age who had...
Read more »Top 5 Templates Advisors Use
Over the years, we've expanded our Template Library to help advisors run more efficient practices and offer better client...
Read more »PreciseFP: An Integral Part of Compliance
If you’ve been following the SEC’s Form CRS requirements or the latest reporting requirements under the CFP Board’s New Standard of Conduct,...
Read more »Top 5 Webinars of All Time
We’ve been offering advisors webinars since we started, in 2007. Since that time, they have only grown in popularity....
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