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...
Read more »Our blog
Check out what we've been up to.
[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...
Read more »[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...
Read more »[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...
Read more »[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....
Read more »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...
Read more »[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...
Read more »[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...
Read more »[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...
Read more »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...
Read more »PreciseFP Deployment – 01/09/17
1. Form templates without authentication Advisors can now create form templates that do not require authentication. These forms will...
Read more »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...
Read more »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 »