Sending a Fact Finder to a Client
Sending a fact finder is the step that moves data collection from a phone call or paper packet into...
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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 »Tracking Client Form Completion
Tracking form completion is how you know whether to follow up with a client or leave the reminder system...
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 »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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