Notifications - PreciseFP


Email Alerts that Matter to You

You are in control of what actions trigger email alerts sent to you. Get notified when a client completes an engagement you sent out, or when any client completes an engagement sent out by one of your colleagues. You can toggle notifications on or off at any time.

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Level Up Your Financial Advising Game

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