Back Office Use of PreciseFP
If you’re in a back office role, you’re usually the one running PreciseFP day to day, even though advisors...
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Empower Your Financial Planning Practice with the PreciseFP Blog
Client Service Rep Role in PreciseFP
As a client service rep, you’re usually the person keeping client records current between the advisor’s scheduled reviews, rather...
Read More »Contact vs. Household in PreciseFP
A contact is a single person; a household, called an account in PreciseFP, is the record that groups a...
Read More »Setting Up a Client Engagement in PreciseFP
An engagement is what PreciseFP calls the process of sending a specific form, whether a fact finder, service agreement...
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