ALPHARETTA, Ga, February 14, 2019 – PreciseFP, a client engagement and lead capture tool, as well as a fully customizable forms tool and client financial profile builder, is pleased to announce a new partnership with Independent Financial Partners (IFP), making available PreciseFP’s full set of powerful features to over 500 advisors nationwide.
IFP is venturing into a new era of their business with the launch of their very own broker-dealer in the coming months. To coincide with that launch, they chose PreciseFP to create a more interactive and data-driven approach to lead generation and current client care. For example, IFP advisors can leverage this platform to build surveys, collect information through customized forms that share data with other applications, build landing pages for social media campaigns, and much more.
“PreciseFP is a simple, yet powerful tool that allows advisors to go beyond basic workflows and create multi-platform integrations, adding efficiency and increasing ROI on tech spend across the whole stack,” said Jordan Slack, Director of Technology at IFP. IFP advisors are able to immediately take advantage of this enterprise partnership with PreciseFP by contacting the internal technology team at firstname.lastname@example.org.
“We are excited to have IFP on-board. They really understand what we are doing over here in helping to empower the advisor by making their practice more efficient and scalable, while better serving the end client,” said Don Whalen, CFP®, CEO of PreciseFP. Whalen added, “I know that IFP advisors will take advantage of the many automations and customizations that PreciseFP is known for in a quest to be better, more productive advisors. And we’ll be there to assist them on that journey.”
Independent Financial Partners (“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida. Operating on LPL’s hybrid RIA platform, IFP is a multi-custodial RIA focused on delivering personalized, concierge-level service to over 500 advisors nationwide who specialize in wealth management and retirement plan consulting. As a whole, the advisors at IFP oversee more than $5 billion in assets under management and over $42 billion in assets under advisement.