Clients and prospects become engaged through customized and personalized online templates that advisors now create in minutes using PreciseFP. Instead of sending long, generic questionnaires, impress and engage clients with templates that focus on their unique needs. Data flows to MoneyGuidePro, eliminating the need for data entry by staff.
PreciseFP provides clients and prospects a hassle-free way to create a financial profile that their advisors can then export to their CRM and financial planning applications. The experience is the best that it can be, allowing clients and prospects to complete their financial profile in less time. Plus, templates can be worked on when and where clients want to thanks to PreciseFP’s support of mobile devices.