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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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Turning Ghosts into Prospects Actionable Steps to Getting More Leads

In an article by Bob Veres of Inside Information, Bob refers to prospects who touch in on an advisor’s...

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5 Things You Need To Know About PreciseFP

Reduces the cost of creating a financial plan by 40% or more. Anybody who uses financial planning software integrated...

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PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience

PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience Atlanta, GA – PreciseFP, the...

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PreciseFP – v3.1 Released

Version 3.1 brings with it the following updates and new features:   BCC function for all outgoing emails —...

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PreciseFP Integration mapping with eMoney

Personal Details Coclient information is mapped to Spouse PreciseFP Group PreciseFP Field EMoney Group EMoney Entity EMoney Field Export...

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eMoney and PreciseFP Integration deployed!

We are pleased to announce the much anticipated release of our eMoney integration. This integration reduces the amount of...

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