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4 Tips to help Financial Advisors generate more Millennial Leads

Millennials are the largest generation in America with around 80 million consumers spending 200 billion dollars just this year....

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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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[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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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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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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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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