Advisors who participated in the “2017 Software Survey”, conducted by T3, Advisor Perspectives, and Inside Information, gave PreciseFP top honors as the number one client data-gathering solution. The survey was created to help advisors better understand today’s technology options, using feedback from their professional peers.
“This is a significant milestone for us.” said Don Whalen, CFP®, co-founder of PreciseFP. “The category of data-gathering was never really given visibility in the past, yet the CFP Board lists it as one of the six important steps to financial planning. Client data-gathering is finally being given the visibility it deserves.” Whalen adds.
Additionally, advisors polled in the survey placed PreciseFP at the 98th percentile in terms of software solutions they are considering implementing to their current technology stack.