Industry expert Michael Kitces recently interviewed PreciseFP user and advisor Shanna Tingom as part of Michael’s Financial Advisor Success...
Read more »You asked for it. Now you have it: the ability to map custom fields that you created within Wealthbox...
Read more »ALPHARETTA, Ga, March 26, 2020 – PreciseFP, a client engagement and onboarding tool, announces two new integrations for Salesforce...
Read more »I remember when I started my advisory business in 2003. Almost all of my early clients I got were...
Read more »It’s inevitable. We are all going to die. With that less than uplifting thought out of the way, let’s...
Read more »ALPHARETTA, Ga, January 28, 2020 – PreciseFP, a client engagement and onboarding tool, is pleased to announce a new...
Read more »I recently had the pleasure of talking with a long-time user who made me feel really good about what...
Read more »PreciseFP offers a scientifically-validated risk tolerance questionnaire that meets the needs of most advisors - plain and simple. Yet, it costs...
Read more »We just rolled out an onboarding solution for advisors who custody with TD Ameritrade Institutional that is truly unique. You...
Read more »So you have a brand new young, recently married client couple. They are super excited to start working with...
Read more »Mom wouldn't want you to overpay for your risk tolerance software. Nor would you, I imagine. Yet, that's what...
Read more »Last week, we tweeted about some exciting news from PreciseFP and Shareholders Services Group. Together, we digitalized the on-boarding...
Read more »ALPHARETTA, Ga, March 4, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully...
Read more »ALPHARETTA, Ga, February 14, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms...
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