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...
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[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 »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....
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