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3 minutes read
[Press Release] – DocuSign Integration Allows for Increased Onboarding Efficiencies for Custodians, Institutions, and Break-Aways
ALPHARETTA, Ga, January 28, 2020 – PreciseFP, a client engagement and onboarding tool, is pleased to announce a new...
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3 minutes read
Proud to be Paperless
I recently had the pleasure of talking with a long-time user who made me feel really good about what...
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2 minutes read
Better Risk Tolerance and So Much More
PreciseFP offers a scientifically-validated risk tolerance questionnaire that meets the needs of most advisors - plain and simple. Yet, it costs...
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3 minutes read
Digitizing the Onboarding Process for TD Ameritrade Institutional
We just rolled out an onboarding solution for advisors who custody with TD Ameritrade Institutional that is truly unique.
You...
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3 minutes read
Fact Finding Gone Wrong
So you have a brand new young, recently married client couple. They are super excited to start working with...
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2 minutes read
You’re Overpaying for Risk Tolerance. Mom Doesn’t Approve.
Mom wouldn't want you to overpay for your risk tolerance software. Nor would you, I imagine. Yet, that's what...
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2 minutes read
Latest Deployment from PreciseFP
Last week, we tweeted about some exciting news from PreciseFP and Shareholders Services Group. Together, we digitalized the on-boarding...
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2 minutes read
[Press Release] – Shareholders Service Group and PreciseFP Launch NIGO-Reducing Digital On-Boarding, Putting Pressure on Competing Custodians
ALPHARETTA, Ga, March 4, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully...
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2 minutes read
[Press Release] – Independent Financial Partners Chooses PreciseFP to Create a More Interactive and Data-Driven Approach
ALPHARETTA, Ga, February 14, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms...
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5 minutes read
PreciseFP Wins Number One Spot!
It’s official! We’re number one when it comes to client data-gathering! This, according to the 2019 T3 Software Survey Report....
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5 minutes read
Are You Holding Your Client’s Hand a Little Too Much?
I’ve heard it a million times: “Our clients expect us to listen to them as they describe their financial...
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3 minutes read
PreciseFP Unveils Version 5.0 at XYPN 2018 in St. Louis, MO
ALPHARETTA, Ga, September 25, 2018 – PreciseFP, a data management platform that helps financial professionals go paperless, automate data...
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< 1 minute read
The Fintech Impact Podcast
July 5, 2018 [Toronto, Canada] Jason Pereira interviews PreciseFP CEO Don Whalen in this week’s installment of a podcast that...
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< 1 minute read
Podcast: Don Whalen Interviewed by Top Advisor Marketing
Co-Founder and CFP® Don Whalen was recently interviewed by Top Advisor Marketing, a leading service provider helping advisors create...
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