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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...

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[Press Release] – PreciseFP Incorporates e-Signatures into its List of Features

PreciseFP Incorporates e-Signatures into its List of Features, Making the Most Widely-Used Client Data-Gathering and Engagement Tool Even More...

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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...

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[New Feature Alert] – New Client-Facing Videos for Use in Your PreciseFP Forms!

They say that a picture is worth a thousand words. With over a thousand frames in a typical 1...

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[Deployment] – Latest PreciseFP Deployment – 3/4/2017

1. Header Search Box Advisors can now quickly find Clients/Prospects by using the Search Box on the top header....

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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...

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[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...

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[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...

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[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...

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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...

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PreciseFP Deployment – 01/09/17

1. Form templates without authentication Advisors can now create form templates that do not require authentication. These forms will...

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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...

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PreciseFP Deployment – 11/29/2016

1. Publish Form Templates for the web Advisors are now able to publish links, buttons, site bars, and banners...

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PreciseFP Releases Version 4.0

PreciseFP Releases Version 4.0 to Financial Professionals Across 6 Continents – Creating Custom Engagement Experiences for Clients and Prospects...

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