Top Advisors Use PreciseFP to Target Niches
Let's face it, the world of financial planning is VAST. We work with clients on everything from investments, to...
Read more »Let's face it, the world of financial planning is VAST. We work with clients on everything from investments, to...
Read more »PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing...
Read more »Most advisors use PreciseFP to lessen the burden of data-gathering. It makes engaging with clients easier and gets the...
Read more »PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while...
Read more »About 10 years ago, I got my biggest client. It was a wealthy couple approaching retirement age who had...
Read more »Over the years, we've expanded our Template Library to help advisors run more efficient practices and offer better client...
Read more »If you’ve been following the SEC’s Form CRS requirements or the latest reporting requirements under the CFP Board’s New Standard of Conduct,...
Read more »We’ve been offering advisors webinars since we started, in 2007. Since that time, they have only grown in popularity....
Read more »Imagine clients going to your website and engaging with PreciseFP to provide information on the types of accounts they...
Read more »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 »