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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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.