Top 5 Templates Advisors Use
Over the years, we've expanded our Template Library to help advisors run more efficient practices and offer better client...
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PreciseFP: An Integral Part of Compliance
If you’ve been following the SEC’s Form CRS requirements or the latest reporting requirements under the CFP Board’s New Standard of Conduct,...
Read more »Kitces Podcast: How PreciseFP is being used as the core data hub, replacing many “traditional” tools that advisors use
Industry expert Michael Kitces recently interviewed PreciseFP user and advisor Shanna Tingom as part of Michael’s Financial Advisor Success...
Read more »Wealthbox Custom Fields and Integration Mapper
You asked for it. Now you have it: the ability to map custom fields that you created within Wealthbox...
Read more »Estate Planning: Help Clients Get Organized
It’s inevitable. We are all going to die. With that less than uplifting thought out of the way, let’s...
Read more »Proud to be Paperless
I recently had the pleasure of talking with a long-time user who made me feel really good about what...
Read more »Fact Finding Gone Wrong
So you have a brand new young, recently married client couple. They are super excited to start working with...
Read more »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...
Read more »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...
Read more »PreciseFP Rivals Billion-Dollar Workstations
In a recent article published in Forbes, Sophia Bera of Gen Y Planning describes how she set up her...
Read more »Differentiate Yourself from the Advisor Down the Street
It’s easy to fall into the trap of becoming the McDonald’s of the financial advice business. The right...
Read more »Announcing the launch of the PreciseFP – Zapier integration
We’re excited to announce the launch of our integration with Zapier, a tool that enables you to save time...
Read more »[TESTIMONIAL] Market Street Wealth Management firm uses PreciseFP
Listen to Aaron Williams CFP, from Market Street Wealth Management, as he talks about his firm’s PreciseFP successes: Market Street Wealth...
Read more »[TESTIMONIAL] Blakely Walters wealth management firm uses PreciseFP
Listen to Sloan Walters, from Blakely Walters Wealth Management, as he talks about his firm’s PreciseFP successes: Blakely Walters uses PreciseFP extensively...
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