PreciseFP – How to Create and Send Forms

18 October, 2016

PreciseFP is the Number One Integrated Online Client Data-Gatherer.

If you haven’t already discovered the power of an automated client questionnaire, don’t miss this opportunity to attend one of our upcoming webinars. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever.

 

 

 

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

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