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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...

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[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...

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[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...

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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...

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PreciseFP Deployment – 01/09/17

1. Form templates without authentication Advisors can now create form templates that do not require authentication. These forms will...

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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...

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PreciseFP Deployment – 11/29/2016

1. Publish Form Templates for the web Advisors are now able to publish links, buttons, site bars, and banners...

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PreciseFP Releases Version 4.0

PreciseFP Releases Version 4.0 to Financial Professionals Across 6 Continents – Creating Custom Engagement Experiences for Clients and Prospects...

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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...

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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...

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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...

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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”...

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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....

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