The popular eMoney financial planning tool can now send data to PreciseFP, as well as take data from PreciseFP.
During this webinar, we will show you how you can create custom forms that fit your clients and your firm. Every client is unique. Every firm is unique. So why would you send generic forms created by someone who knows nothing about you or your clients? We know you’re smarter than that. And this webinar will appeal to advisors who seek efficiency, while providing greater client service.
That’s what PreciseFP is all about.
Every WED @ 4:00 p.m. ET: https://attendee.gotowebinar.com/rt/7970095183055955204