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...
Read more »PreciseFP Releases Version 4.0
PreciseFP Releases Version 4.0 to Financial Professionals Across 6 Continents – Creating Custom Engagement Experiences for Clients and Prospects...
Read more »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...
Read more »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...
Read more »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...
Read more »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”...
Read more »eMoney Integration is Now Bi-Directional
The popular eMoney financial planning tool can now send data to PreciseFP, as well as take data from PreciseFP....
Read more »Turning Ghosts into Prospects Actionable Steps to Getting More Leads
In an article by Bob Veres of Inside Information, Bob refers to prospects who touch in on an advisor’s...
Read more »5 Things You Need To Know About PreciseFP
Reduces the cost of creating a financial plan by 40% or more. Anybody who uses financial planning software integrated...
Read more »PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience
PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience Atlanta, GA – PreciseFP, the...
Read more »PreciseFP – v3.1 Released
Version 3.1 brings with it the following updates and new features: BCC function for all outgoing emails —...
Read more »PreciseFP Integration mapping with eMoney
Personal Details Coclient information is mapped to Spouse PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export...
Read more »eMoney and PreciseFP Integration deployed!
We are pleased to announce the much anticipated release of our eMoney integration. This integration reduces the amount of...
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