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...
Read more »Our blog
Check out what we've been up to.
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...
Read more »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...
Read more »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...
Read more »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...
Read more »[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...
Read more »[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...
Read more »[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...
Read more »[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....
Read more »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...
Read more »[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 »