1. Header Search Box Advisors can now quickly find Clients/Prospects by using the Search Box on the top header. 2. Keyboard Shortcuts We’ve implemented Keyboard Shortcuts for easier navigation. You can see the full list on the Sidebar Help Icon 3. Form Template Advanced Settings – Advisors can define: How they want the Multiple Groups
Our Blog
PreciseFP Clear Winner in 2017 Software Survey
Advisors who participated in the “2017 Software Survey”, conducted by T3, Advisor Perspectives, and Inside Information, gave PreciseFP top honors as the number one client data-gathering solution. The survey was created to help advisors better understand today’s technology options, using feedback from their professional peers. “This is a significant milestone for us.” said Don
[New Feature Alert] – Customizing the Client/Prospect Overview
PreciseFP collects massive amounts of client and prospect data. Some of the data pieces are likely more important to you than others. For instance, you may want to highlight the client’s age or birthday, or other information that you gather. Whatever the key pieces of information are that you want to display, you can accomplish
[New Feature Alert] – Highlighted Recently Updated Fields
Your client just updated her financial profile. It took her just minutes to complete, since you pre-filled it with data from your CRM and financial planning applications. Wouldn’t it be nice to be able to see exactly what changed in your client’s data? Now you can! With our latest enhancement, Highlighted Recently Updated Fields, you
[Press Release] – PreciseFP Integrated w/h WealthBox and SalesForce
Alpharetta, GA Feb 20, 2017 – PreciseFP, the leading client data-gathering tool used by thousands of financial professionals to satisfy compliance obligations, including the “DOL Best Interest Rule”, released today two important integrations with leading CRMs Wealthbox and Salesforce. “These two bi-directional integrations make the PreciseFP platform an even more powerful offering by further eliminating
Client / Advisor To-Do Checklist Available – Forms Library
We at PreciseFP continue to build form templates that make advisors’ lives easier and their firms more efficient. We created the “Client / Advisor To-Do Checklist” template so that advisors can see how easy it is to create custom to-do lists for each and every client.Important to-do items can be customized and assigned to either
PreciseFP Deployment – 01/09/17
1. Form templates without authentication Advisors can now create form templates that do not require authentication. These forms will not require a password or security PIN. Tip: You may want to use this feature to create surveys to send to clients and/or prospects, or to create engagement forms for prospects to use on your website!
End of Year Tax Planning Form
Want an easy way to engage clients and prospects in a meaningful way? Send them the “End of Year Tax Planning” form included free with PreciseFP account. Show them that you are not only knowledgeable on ways to save on taxes, but that you are also proactively looking for opportunities for your client to save
PreciseFP Deployment – 11/29/2016
1. Publish Form Templates for the web Advisors are now able to publish links, buttons, site bars, and banners that will open the desired form on their website. 2. Form Performance Advisors can now review how long their clients spend on each form page. Visiting the Live Forms and clicking on the status of a
PreciseFP Releases Version 4.0
PreciseFP Releases Version 4.0 to Financial Professionals Across 6 Continents – Creating Custom Engagement Experiences for Clients and Prospects Has Never Been Easier ALPHARETTA, Ga, November 14, 2016 – PreciseFP, a forms tool and financial profile builder, designed around the way financial professionals work with their clients, unveils version 4.0 of its fintech offering. With
PreciseFP Deployment – 11/1/2016
We have deployed the following to the PreciseFP 4.0 Production environment: 1. eMoney Client Financial Profile Form A detailed form made specifically for eMoney users to create complete client financial profiles in eMoney without manual keystrokes. 2. Smart Office Client Financial Profile Form A detailed form made specifically for Smart Office users to create complete
PreciseFP – How to Create and Send Forms
PreciseFP is the Number One Integrated Online Client Data-Gatherer. If you haven’t already discovered the power of an automated client questionnaire, don’t miss this opportunity to attend one of our upcoming webinars. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry
PreciseFP 4 and Redtail Integration Overview Webinar
Enjoy entering data into your CRM and financial planning applications? Your clients do when it’s an experience tailored to their unique situation. Integrated with Redtail, PreciseFP engages clients and prospects through customized and personalized online forms that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with forms that focus on their
Encrypting client data: 1/2 of all advisors don’t do it
A recent article that appeared in InvestmentNews entitled “Encrypting emails, files for clients is crucial, but not always followed” highlights the importance of encrypting client data in order to keep sensitive POI out of the hands of would-be wrongdoers. The article points out that 46% of advisors do not currently use any encryption at all.