PreciseFP – v3.1 Released

Version 3.1 brings with it the following updates and new features:

 

  • BCC function for all outgoing emailsNew Feature and Popular Request!  

Office admins now have the ability to BCC your outgoing emails from PreciseFP to an unlimited amount of email addresses.

BCC

 

  • Notification if you attempt to send a client a form that is already “In Progress”New Feature!  

You will now be alerted if you attempt to send a form to a client who may already be working on that same form.

 

  • PIN/PINless options are now hidden from the Send Form Options when the client already set up a password.Update!

To prevent any confusion, the PIN options will now be hidden prior to sending out a form for a client or prospect who has already established a password.

PIN

 

  • New Import/Export dropdown for integrations on the Client Dashboard.  — Update!

anim

 

  • The eMoney integration is now live in PreciseFP!

 

Advisors who use eMoney will now be able to easily capture client-provided data using forms from the PreciseFP library or via custom forms that advisors create themselves with PreciseFP’s powerful form-building tools.