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Podcast: Don Whalen Interviewed by Top Advisor Marketing

Co-Founder and CFP® Don Whalen was recently interviewed by Top Advisor Marketing, a leading service provider helping advisors create...

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ANOTHER WEEK, ANOTHER PRECISEFP DEPLOYMENT: TWO NEW LEAD MAGNETS!

APRIL 16, 2018 We deployed two new lead magnets last week and two more this week! Advisors have already...

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ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: ENGAGE PROSPECTS WITH NEW LEAD MAGNETS FOR YOUR WEBSITE

APRIL 9, 2018 We are excited to announce PreciseFP’s latest product enhancements which are aimed at helping you win...

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ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: INTEGRATIONS WITH DOCUMENT STORAGE APPLICATIONS GOOGLE DRIVE, DROPBOX AND BOX.COM

MARCH 23, 2018 We are excited to announce PreciseFP’s latest product enhancements, which are aimed at facilitating more efficient...

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PreciseFP Establishes Affiliation with the University of Georgia

PreciseFP has established an affiliation with the University of Georgia (UGA) Financial Planning Program which resides in the College...

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PreciseFP Rivals Billion-Dollar Workstations

In a recent article published in Forbes, Sophia Bera of Gen Y Planning describes how she set up her...

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[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...

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Differentiate Yourself from the Advisor Down the Street

  It’s easy to fall into the trap of becoming the McDonald’s of the financial advice business. The right...

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PRECISEFP ANNOUNCES LAUNCH OF NEW DIGITAL TEMPLATE LIBRARY

Digital solution makes it easier than ever for advisors to save time and money by automating workflows. ATLANTA; January...

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[Deployment] – ANNOUNCING THE LATEST PRECISEFP DEPLOYMENT: ONBOARDING WIZARD, MANDATORY E-SIGNATURES AND “READ-ONLY.”

December 13, 2017 We are excited to announce PreciseFP’s latest product enhancement.We made a number of enhancements with this...

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Announcing the launch of the PreciseFP – Zapier integration

We’re excited to announce the launch of our integration with Zapier, a tool that enables you to save time...

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[WEBINAR] – Creating Financial Plans in MoneyGuidePro Has Never Been Easier

Everyone needs and deserves a quality financial plan. With MoneyGuidePro and PreciseFP, providing quality plans has never been easier.  This...

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PRECISEFP EXPANDS EXECUTIVE TEAM WITH APPOINTMENT OF STRATEGIST TYLER NUNNALLY

Hiring of Prominent FinTech Executive Bolsters Goal of Making PreciseFP the Worldwide Leader in Automated Data Gathering for Easy...

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[New Feature] – New Permissions – Announcement

Announcing the latest PreciseFP deployment: Permissions We are excited to announce PreciseFP’s latest product enhancement. The “Permissions” upgrade is...

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