eMoney Integration is Now Bi-Directional

29 June, 2016

The popular eMoney financial planning tool can now send data to PreciseFP, as well as take data from PreciseFP.

During this webinar, we will show you how you can create custom forms that fit your clients and your firm. Every client is unique. Every firm is unique. So why would you send generic forms created by someone who knows nothing about you or your clients? We know you’re smarter than that. And this webinar will appeal to advisors who seek efficiency, while providing greater client service.

That’s what PreciseFP is all about.

Every WED @ 4:00 p.m. ET: https://attendee.gotowebinar.com/rt/7970095183055955204

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

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