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...
Read more »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 »I’ve heard it a million times: “Our clients expect us to listen to them as they describe their financial...
Read more »ALPHARETTA, Ga, September 25, 2018 – PreciseFP, a data management platform that helps financial professionals go paperless, automate data...
Read more »July 5, 2018 [Toronto, Canada] Jason Pereira interviews PreciseFP CEO Don Whalen in this week’s installment of a podcast that...
Read more »Co-Founder and CFP® Don Whalen was recently interviewed by Top Advisor Marketing, a leading service provider helping advisors create...
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