[Press Release] – New Salesforce, XLR8 Integrations and Mapper for Custom Field Mapping
ALPHARETTA, Ga, March 26, 2020 – PreciseFP, a client engagement and onboarding tool, announces two new integrations for Salesforce...
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Coronavirus Changing Future Client Interactions?
I remember when I started my advisory business in 2003. Almost all of my early clients I got were...
Read more »Estate Planning: Help Clients Get Organized
It’s inevitable. We are all going to die. With that less than uplifting thought out of the way, let’s...
Read more »[Press Release] – DocuSign Integration Allows for Increased Onboarding Efficiencies for Custodians, Institutions, and Break-Aways
ALPHARETTA, Ga, January 28, 2020 – PreciseFP, a client engagement and onboarding tool, is pleased to announce a new...
Read more »Proud to be Paperless
I recently had the pleasure of talking with a long-time user who made me feel really good about what...
Read more »Better Risk Tolerance and So Much More
PreciseFP offers a scientifically-validated risk tolerance questionnaire that meets the needs of most advisors - plain and simple. Yet, it costs...
Read more »Digitizing the Onboarding Process for TD Ameritrade Institutional
We just rolled out an onboarding solution for advisors who custody with TD Ameritrade Institutional that is truly unique. You...
Read more »Fact Finding Gone Wrong
So you have a brand new young, recently married client couple. They are super excited to start working with...
Read more »You’re Overpaying for Risk Tolerance. Mom Doesn’t Approve.
Mom wouldn't want you to overpay for your risk tolerance software. Nor would you, I imagine. Yet, that's what...
Read more »Latest Deployment from PreciseFP
Last week, we tweeted about some exciting news from PreciseFP and Shareholders Services Group. Together, we digitalized the on-boarding...
Read more »[Press Release] – Shareholders Service Group and PreciseFP Launch NIGO-Reducing Digital On-Boarding, Putting Pressure on Competing Custodians
ALPHARETTA, Ga, March 4, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully...
Read more »[Press Release] – Independent Financial Partners Chooses PreciseFP to Create a More Interactive and Data-Driven Approach
ALPHARETTA, Ga, February 14, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms...
Read more »PreciseFP Wins Number One Spot!
It’s official! We’re number one when it comes to client data-gathering! This, according to the 2019 T3 Software Survey Report....
Read more »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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