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Reduce your workload with Opportunities and Automation

In recent years, the wealth management industry has seen an increase in regulatory oversight, coupled with a shift in...

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Bulk Contact Import is now available in PreciseFP

Creating prospects and clients within PreciseFP can take a bit of time — especially if you have hundreds, or...

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PreciseFP Mobile App for iOS and Android

As a Financial Advisor in the Information Age, you need access to your client’s data no matter where you...

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Make Your Firm’s Legal Documents e-Signable in PreciseFP

PreciseFP allows advisors to create compelling content in a digital format that clients prefer. Whether it’s to build the...

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PreciseFP has a brand new Dashboard

In today’s fast-paced world, data-gathering is vital to a financial advisor’s success. To stay relevant in the age of...

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[Press Release] – PreciseFP Incorporates e-Signatures into its List of Features

PreciseFP Incorporates e-Signatures into its List of Features, Making the Most Widely-Used Client Data-Gathering and Engagement Tool Even More...

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[Press Release] – PreciseFP and Collegiate Funding Solutions Launch Integration Partnership

Alpharetta, GA – July 11, 2017– PreciseFP is now an integration partner of Collegiate Funding Solutions (CFS), Inc. With...

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[New Feature Alert] – New Client-Facing Videos for Use in Your PreciseFP Forms!

They say that a picture is worth a thousand words. With over a thousand frames in a typical 1...

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[Deployment] – Latest PreciseFP Deployment – 3/4/2017

1. Header Search Box Advisors can now quickly find Clients/Prospects by using the Search Box on the top header....

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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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