Listen to Sloan Walters, from Blakely Walters Wealth Management, as he talks about his firm’s PreciseFP successes:

Blakely Walters uses PreciseFP extensively within their wealth management firm.

For their firm, PreciseFP addresses these key areas:
– Targeted client profile data-gathering
– Pre-filled customized forms
– Ability to build and customize new forms
– Real time updates from engaged clients

They have achieved:
– A lot of positive client feedback
– Reduced manual data entry by integrating with their CRM
– Greater profitability due to enhanced efficiencies across the firm