Our Blog Archives - Page 4 of 5 - PreciseFP

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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,...

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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...

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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...

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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...

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Proud to be Paperless

I recently had the pleasure of talking with a long-time user who made me feel really good about what...

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Fact Finding Gone Wrong

So you have a brand new young, recently married client couple. They are super excited to start working with...

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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...

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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...

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PreciseFP Rivals Billion-Dollar Workstations

In a recent article published in Forbes, Sophia Bera of Gen Y Planning describes how she set up her...

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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...

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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...

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[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...

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[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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