Account Pipelines - PreciseFP

Account Pipelines

Build Your Own Workflow

Pipelines are our way to set your clients and prospects on a journey. Each pipeline stage can have several automated workflows to move your clients along, or notify you to follow up with the right actions.

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Hassle-free data gathering

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.