ALPHARETTA, Ga, September 28, 2020 – PreciseFP, a client engagement and onboarding tool, announces integrations with advisor fintech providers Asset-Map and Blueleaf.
PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing a better overall consumer experience. PreciseFP now integrates with Asset-Map, a tool that visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.
Advisors can use data collected from clients using PreciseFP’s customizable templates to immediately create output from Asset-Map that can be used with clients. This avoids manual data entry by the advisor and staff. The integration includes a pre-mapped Asset-Map template that can be used as-is, or customized to suit the advisor’s and their clients’ needs.
“PreciseFP is a diamond in the rough when it comes to advisor-facing technology and the capabilities are a great match with Asset-Map in collecting and updating client data in our visual framework,” said Adam Holt, Founder and CEO of Asset-Map. “PreciseFP’s deep connections with leading CRM solutions and financial planning tools solve the problem many professionals have been expressing for years about data movement. We are going to see a massive demand for data connectivity in our industry and we’re excited to be working with PreciseFP on moving the needle,” said Holt.
Blueleaf is a comprehensive platform for intelligently automating wealth management firms. Blueleaf combines reporting, rebalancing, client engagement, and billing into a system that’s powerful, yet simple to run. With this new integration, PreciseFP is now able to leverage Blueleaf’s extensive data platform to collect data on the client’s complete financial picture, and leverage that data in PreciseFP’s client engagement and onboarding tools, automatically.
“Now, more than ever, a digital experience for clients is key to providing great financial advice. Our partnership with PreciseFP empowers advisors to establish, maintain and even expand relationships with prospects and clients. Now advisors can extend their personalized experience with no extra work, and provide an even better client experience,” said Colleen Wilson, Vice President of Product at Blueleaf.
Jamie Harpst, Founder, Chief Investment Officer with Infresh of Findlay Ohio had this to say about PreciseFP and the Blueleaf integration: “I run an intentionally small advisory practice. With limited staff resources, efficiency is the name of the game. With PreciseFP’s state-of-the-art client engagement platform, not only is staying in front of my clients made possible, the work involved with doing so is drastically reduced. The addition of the Blueleaf integration further enhances the collection and presentation of client data.”
Field mappings for both integrations can be changed by the advisor. “We spent a good amount of time mapping fields with both Asset-Map and Blueleaf so that advisors could use both integrations right away,” said Don Whalen, CEO of PreciseFP. “But as with most things relating to PreciseFP, mappings can be changed to suit the needs of the advisor. The templates used to engage clients can also be customized, allowing the advisor to provide an experience that is truly unique to the firm,” Whalen said.
