Our Blog

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 their unique situation. Integrated with Redtail, PreciseFP engages clients and prospects through customized and personalized online forms that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with forms that focus on their

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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” highlights the importance of encrypting client data in order to keep sensitive POI out of the hands of would-be wrongdoers. The article points out that 46% of advisors do not currently use any encryption at all.

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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. During this webinar, we will show you how you can create custom forms that fit your clients and your firm. Every client is unique. Every firm is unique. So why would you send generic forms created by

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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 with PreciseFP will shave 40% or more off the time spent developing a financial plan.  If it usually takes 5 hours, that means we just saved you 2 hours! If you are paid $300/hr, that’s a

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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 leading client and prospect engagement and data-gathering tool, announced today an agreement with the University of Wisconsin School of Business. Students enrolled in the School’s CFP® program will have free access to PreciseFP through which they

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PreciseFP – v3.1 Released

Version 3.1 brings with it the following updates and new features:   BCC function for all outgoing emails — New Feature and Popular Request!   Office admins now have the ability to BCC your outgoing emails from PreciseFP to an unlimited amount of email addresses.   Notification if you attempt to send a client a

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PreciseFP Integration mapping with eMoney

Personal Details Coclient information is mapped to Spouse PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export to eMoney Personal Details First Name Client Overview Client Info First Name OK Personal Details Last Name Client Overview Client Info Last Name OK Personal Details Birthdate Client Overview Client Info Date of Birth OK Personal

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eMoney and PreciseFP Integration deployed!

We are pleased to announce the much anticipated release of our eMoney integration. This integration reduces the amount of time it takes to create a financial plan using the popular eMoney Advisor software. Advisors who use eMoney will now be able to easily capture client-provided data using forms from the PreciseFP library or via custom

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Advisors Say Tools Like PreciseFP a Top Priority for 2016

In a recent SEI survey of 484 advisors, 80% of respondents said they wanted more automation in their workflows and increased efficiency overall. You can access the article, which reveals more details about the findings, here. It comes as no surprise to us here at PreciseFP that advisors want — and arguably are being forced

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PreciseFP Integration mapping with SmartOffice

Personal details PFP Category PFP FIELD SO Category SO Field IMPORT TO PFP EXPORT TO SO ANNOTATION N/A First Name Contact First Name OK OK N/A Middle Name Contact Middle Name OK OK N/A Last Name Contact Last Name OK OK N/A Gender Contact/Personal Information Gender OK OK N/A Age Contact/Personal Information Age OK OK

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PreciseFP – v3.0.12.0 Released

We have released PFP v3.0.12.0. This release includes the following updates and new features: Ability to convert Clients back to Prospects — New Feature and Popular Request! Convert a prospect to a client in error?  Now you can easily switch them back to being a prospect in your advisor dashboard. “Client 2″ is now “Co-client”

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