High and Low Security - PreciseFP

High and Low Security

Because Not All Data is Sensitive

Sometimes you want to gather non-sensitive information and there’s no reason to require a client password or security PIN to start with. Low-security templates don’t require authentication and don’t get pre-filled, making them perfect for surveys, contact capture, and lead generation.

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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.