Empower Your Financial Planning Practice with the PreciseFP Blog

The PreciseFP Blog

Empower Your Financial Planning Practice with the PreciseFP Blog

2021 Wealth Management Industry Awards winner for Client Onboarding/New Account Opening.

PreciseFP recently accomplished an outstanding achievement with its recognition by the industry as the number one platform for Client...

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[Press Release] – PreciseFP Launches v6.0, Empowering Advisors to Engage Clients Remotely with Greater Onboarding Automation

PreciseFP, a client engagement and onboarding tool, announces its v6.0 release, building on its popular platform used by thousands...

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9 Best Practices around Client Engagement and Data Gathering

I’d like to talk to you today about one of the most important, yet probably one of the most...

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17 Reasons Why PreciseFP is Better Than a Portal

We often get compared to a portal for financial advisors. For the record, we’re not offended by the comparison,...

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We’ve Got Something to Tail You

There isn’t a day that goes by at PreciseFP where somebody doesn’t ask us this: “Can I put a...

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[Press Release] – New Integration with AdvicePay

PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing...

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FREE: RTQ + IPS + e-Signature

Most advisors use PreciseFP to lessen the burden of data-gathering. It makes engaging with clients easier and gets the...

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New Integrations with Asset-Map and Blueleaf

PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while...

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77% of Financial Advisors Lost Business Due to Inadequate Technology

About 10 years ago, I got my biggest client. It was a wealthy couple approaching retirement age who had...

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Top 5 Templates Advisors Use

Over the years, we've expanded our Template Library to help advisors run more efficient practices and offer better client...

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PreciseFP: An Integral Part of Compliance

If you’ve been following the SEC’s Form CRS requirements or the latest reporting requirements under the CFP Board’s New Standard of Conduct,...

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Kitces Podcast: How PreciseFP is Being Used as the Core Data Hub, Replacing Many “Traditional” Tools that Advisors Use

Industry expert Michael Kitces recently interviewed PreciseFP user and advisor Shanna Tingom as part of Michael’s Financial Advisor Success...

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Wealthbox Custom Fields and Integration Mapper

You asked for it. Now you have it: the ability to map custom fields that you created within Wealthbox...

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Estate Planning: Help Clients Get Organized

It’s inevitable. We are all going to die. With that less than uplifting thought out of the way, let’s...

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