Engagement Performance - PreciseFP

Engagement Performance

Track Your Client’s Progress

We calculate the time spent and percentage of filled-in fields on each engagement page. This allows you to track your client’s progress and gives you valuable insight on how to tweak your templates to increase their performance.

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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.