[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 prospects to pick a time to meet with you.

  • Risk Tolerance Questionnaire (RTQ) Risk Group Scores Added. A number of advisors requested that we include score levels to give meaning to the Risk Score that is obtained by taking the RTQ assessment. We’ve added that and if you have already installed the RTQ, you will want to remove it from your My Templates and re-install it from the PreciseFP “Template Library” for this enhancement to work.

  • RTQ Risk Score now flows automatically to the Client/Prospect profile. Even though it’s a form that doesn’t require authentication (and therefore normally does not send or fetch data to/from the Client Profile), we’ve made an exception for this one template. You must use our default RTQ for it to work and if you have already installed the RTQ, you will want to remove it from your My Templates and re-install it from the PreciseFP “Template Library” for this enhancement to work.