Our Blog

[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 integration reduces the amount of time it takes to create a financial plan using the popular MoneyGuidePro software. Clients and prospects become engaged through customized and personalized online templates that advisors now create in minutes using

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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 Client Onboarding     ATLANTA; December 4, 2017 – PreciseFP, a leader in digital client onboarding, announced today the hiring of prominent industry strategist, Tyler D. Nunnally, as VP Sales & Marketing. Nunnally brings considerable wealth management

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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 designed for enterprises and large advisory teams that desire to gain greater control over system access. Organizations can now configure user role permissions and choose which features to turn-on and which ones to turn-off. The added

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[TESTIMONIAL] Market Street Wealth Management firm uses PreciseFP

Listen to Aaron Williams CFP, from Market Street Wealth Management, as he talks about his firm’s PreciseFP successes: Market Street Wealth Management uses PreciseFP extensively throughout their wealth management firm. For Market Street, PreciseFP allows: Efficient data-gathering. Ability for clients to upload documents safely and securely right within fact finders. Ability for clients to leave the form

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[TESTIMONIAL] Blakely Walters wealth management firm uses PreciseFP

Listen to Sloan Walters, from Blakely Walters Wealth Management, as he talks about his firm’s PreciseFP successes: Blakely Walters uses PreciseFP extensively within their wealth management firm. For their firm, PreciseFP addresses these key areas: – Targeted client profile data-gathering – Pre-filled customized forms – Ability to build and customize new forms – Real time updates from engaged

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4 Tips to help Financial Advisors generate more Millennial Leads

Millennials are the largest generation in America with around 80 million consumers spending 200 billion dollars just this year. According to research by the Pew Research Center, the Millennial population is projected to peak at 81.1 million by 2036 and by 2050 there will be a projected 79.2 million Millennials. Considered the most diverse generation

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Reduce your workload with Opportunities and Automation

In recent years, the wealth management industry has seen an increase in regulatory oversight, coupled with a shift in customer behaviour when it comes to seeking financial advice. The “new wave” of clients expects laser-focused experiences that address their needs in a format (think: digital) that they are most comfortable with. Advisors, in order to

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Bulk Contact Import is now available in PreciseFP

Creating prospects and clients within PreciseFP can take a bit of time — especially if you have hundreds, or even thousands of them to create. Now, with our new Contact Importer, you are able to import all of your prospect and client contact information in a few short minutes. Import from dozens of applications If

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PreciseFP Mobile App for iOS and Android

As a Financial Advisor in the Information Age, you need access to your client’s data no matter where you are. If you you are less connected than your clients, you won’t be able to establish relevant and meaningful relationships with them. With this in mind, we’ve developed a Mobile App that will help you engage

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Make Your Firm’s Legal Documents e-Signable in PreciseFP

PreciseFP allows advisors to create compelling content in a digital format that clients prefer. Whether it’s to build the most complete and up-to-date financial profile, thereby meeting the DOL Best Interest Rule, and others, or it’s to engage clients and prospects with compelling content (think freemiums!). No other solution allows you to engage clients and

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PreciseFP has a brand new Dashboard

In today’s fast-paced world, data-gathering is vital to a financial advisor’s success. To stay relevant in the age of automation, you must be able to quickly and securely collect, analyze, and store your client’s financial information. By working together with our users, we identified four key areas of the data-gathering process that deserved advisors’ attention

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[Press Release] – PreciseFP and Collegiate Funding Solutions Launch Integration Partnership

Alpharetta, GA – July 11, 2017– PreciseFP is now an integration partner of Collegiate Funding Solutions (CFS), Inc. With this integration, PreciseFP clients that license CFS’ highly-acclaimed college-planning software can generate CFS’ college-planning reports from right inside their PreciseFP account using PreciseFP’s award-winning client-facing engagement forms. Skyrocketing college costs have dramatically altered the college planning

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