Listen to Aaron Williams CFP, from Market Street Wealth Management, as he talks about his firm’s PreciseFP successes:
https://precisefp.wistia.com/medias/c0jq1bimsr?embedType=async&videoFoam=true&videoWidth=640
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.
