Are You Holding Your Client’s Hand a Little Too Much?
I’ve heard it a million times: “Our clients expect us to listen to them as they describe their financial...
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PreciseFP Unveils Version 5.0 at XYPN 2018 in St. Louis, MO
ALPHARETTA, Ga, September 25, 2018 – PreciseFP, a data management platform that helps financial professionals go paperless, automate data...
Read more »The Fintech Impact Podcast
July 5, 2018 [Toronto, Canada] Jason Pereira interviews PreciseFP CEO Don Whalen in this week’s installment of a podcast that...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »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...
Read more »PreciseFP Rivals Billion-Dollar Workstations
In a recent article published in Forbes, Sophia Bera of Gen Y Planning describes how she set up her...
Read more »[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...
Read more »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...
Read more »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...
Read more »[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...
Read more »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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