[TESTIMONIAL] Market Street Wealth Management firm uses PreciseFP

13 September, 2017

Listen to Aaron Williams CFP, from Market Street Wealth Management, as he talks about his firm’s PreciseFP successes:

 

Market Street Wealth Management uses PreciseFP extensively throughout their wealth management firm.

For Market Street, PreciseFP allows:

  • Efficient data-gathering.
  • Ability for clients to upload documents safely and securely right within fact finders.
  • Ability for clients to leave the form and come back as needed. Clients enjoy the flexibility.
  • Forms to be quickly and easily tailor-made so that every client has a unique fact finder that suits their unique needs.

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

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