Dataset Management - PreciseFP

Dataset Management

Build Your Own Client Profile

The dataset lets you configure the client profile to make it your own. With our dataset editor, you can add or remove entire sections of the profile, move them around, create custom fields, and build a client profile that makes sense for you.

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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.