User and Team Management - PreciseFP

User and Team Management

Control Over Your Organization

Controlling who can do what in your account is super easy. We give you role-based, granular control over user permissions and the ability to assign users to different teams. You can create unlimited teams, each with its own list of clients and prospects.

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THE PRECISEFP BLOG

Ideas You Can Use

Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.