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
In an article by Bob Veres of Inside Information, Bob refers to prospects who touch in on an advisor’s website only to float away, never seen or tracked, as “ghosts”. In the article, Bob says: “The ghosts are far more numerous than I think most of us ever realized. And they represent an enormous untapped
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
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
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
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
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
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
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
There are various ways for you to join in the “robo revolution” to tap into new technological advances for increasing firm efficiency and offering an enhanced client experience. Some firms are either not allowed or are not choosing to adopt one of the “robo-adviser” platforms and instead are choosing to build their own suite of
Looking for ways to increase efficiency by cutting down on the amount of typing and writing you do in the office? Needing a better way to sync up and maintain quality data? PreciseFP is committed to making financial advisorsusing Redtail CRM better at what they do. We do this be: Providing a more enjoyable data-gathering
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”
We have released v3.0.11.0! It brings the following new and exciting features: Advisor name no longer reporting in PDF output. — New Feature! Now when a PDF report is created, as an advisor, you will no longer see your name in the PDF. Instead, only the company name appears in the header. The client
Release v3.0.10.0 brings with it the following new and exciting features: Allow multiple file uploads — New Feature! With an easy to add upload widget you can now request multiple files into a single widget. You can also set the maximum number of files to allow per upload widget (max. is 100 per widget), view