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...
Read More »The PreciseFP Blog
Empower Your Financial Planning Practice with the PreciseFP Blog
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 »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 »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...
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...
Read More »