Client Data Sync in PreciseFP
Client data sync is the process of moving information collected in PreciseFP into the systems a firm already relies...
Read More »The PreciseFP Blog
Empower Your Financial Planning Practice with the PreciseFP Blog
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...
Read More »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 »Connecting PreciseFP to Your CRM
Connecting PreciseFP to a CRM is what turns a completed fact finder into an updated client record instead of...
Read More »What Happens After a Client Submits a Fact Finder
Submission isn’t the end of the process, it’s the point where the data moves from the client into the...
Read More »Digital Fact Finders for RIAs
A digital fact finder is a form that collects a client’s financial, personal and tax information online instead of...
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