Advisors & Staff Sharing Client Data
Advisors and staff often need access to the same client record without stepping on each other’s work, especially at...
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Empower Your Financial Planning Practice with the PreciseFP Blog
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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