PreciseFP 3.0 – Positive Feedback – 03.03.15

03 March, 2015

With our launch of PreciseFP 3.0 almost a month ago we’ve had a lot of positive feedback.  We want to thank everyone who has sent in suggestions and reported any bugs.  This really helps us to make PreciseFP even better.

With that being said we want to welcome you to our blog!  We are going to be posting weekly for you, our devoted users.  We will touch on topics such as help tips, updates, what’s happening now and more!

Today we would like to talk about a recent update we performed.  PreciseFP 3.0 allows you to completely build forms from the ground up.  However, we’ve had a lot of great suggestions come through about offering form templates.  We listened and we are happy to report that form templates have arrived and were loaded into PreciseFP on Monday March 2nd.  You can see them by clicking on Forms on the left side navigation tool bar, then clicking on forms from the top navigation tool bar.

Forms Deployed:

  • Client Satisfaction Survey
  • Prospect Questionnaire
  • Financial Planning Questionnaire
  • Financial Planning Questionnaire (w/ Cash Flow)
  • Contact Information Update
  • Risk Tolerance Questionnaire

NewForms-PFP3.0.2

You can use these immediately and send them out to your clients.  You can also customize them if you want or delete them as well.

If you have any suggestions or notice any issues, please let us know.  You can do so right within PreciseFP 3.0 by clicking the red bug icon in the upper right hand corner.

NewForms-PFP3.0.2a

These reports go directly to our developers and then onto our review board.  We plan on posting here on our blog anytime we release an update. We will indicate any bugs and/or suggestions that were fixed or implemented.

We want to thank you all again for those form template suggestions.  We hope you all like them and get great use out of them.  As always if you have any questions or concerns please feel free to email us at support@precisefp.com.


-Team PreciseFP

 

Knowing your clients and serving them
In the most efficient manner possible

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