Template Library

The PreciseFP Template Library provides you with peer-developed engagement pieces that you can use in your practice right away. Here is a sample of some of the content that you can easily customize to suit your firm’s needs.

 

RTQ and IPS

Risk Tolerance Questionnaire and Investment Policy Statement

 

Satisfaction Survey

Solicit feedback from clients to know if you are providing appropriate service.

 

Tax Planning

Help clients with end-of-year tax planning and help them prepare for the future.

 

Financial Fact Finder

A detailed template that provides all the information required for a complete financial profile.

 

Financial Goals

A short template to check up on your client’s financial goals.

 

Household Structure

A quick and easy template that collects personal details of all members of a household.

 

Quick Fact Finder

A lighter version of the Financial Fact Finder.

 

Best Credit Card

Help your clients pick the best credit card and easily make a recommendation that will make you look like a hero.

 

Social Security

Help navigate your clients through the process of receiving SS benefits.

 

Student Debt

Help your graduated clients manage (and optimize) their outstanding student debt.

 

eMoney Financial Fact Finder

A detailed template specifically for eMoney users to create a complete financial profile.

 

Smart Office Financial Fact Finder

A detailed template specifically for Smart Office users to create a complete financial profile.

 

Money Guide Pro Financial Fact Finder

A detailed template specifically for Money Guide Pro users to create a complete financial profile.

 

Redtail Financial Fact Finder

A detailed template specifically for Redtail users to create a complete financial profile.