Fact Finders in Financial Planning Software
How It Simplifies Client Onboarding in PreciseFP A fact finder is a structured questionnaire used to collect a client’s...
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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...
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 »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...
Read More »How RIAs Collect Client Financial Information Digitally
RIAs moving away from paper intake typically collect financial information through a digital form the client completes on their...
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