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Glossary

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Advisors & Staff Sharing Client Data
How do advisors and staff share client data in PreciseFP?
See how advisors and staff share client data in PreciseFP using teams, permissions and account-level notifications.
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Back Office Use of PreciseFP
How does back office staff use PreciseFP?
Learn how back office staff use PreciseFP daily to send fact finders, track completion and manage client accounts.
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Client Data Gathering in Wealth Management
What is client data gathering in wealth management?
Understand client data gathering in wealth management and how PreciseFP structures the process for advisory firms.
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Client Data Sync in PreciseFP
How does client data sync work in PreciseFP?
Understand how client data sync works in PreciseFP, including CRM import, export and field mapping for advisory firms.
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Client Service Rep Role in PreciseFP
What does a client service rep do in PreciseFP?
Find out what a client service rep does in PreciseFP, from sending reviews to reconciling data with the firm’s CRM.
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Connecting PreciseFP to Your CRM
How does PreciseFP connect to my CRM?
Learn how PreciseFP connects to CRMs like Wealthbox, Redtail and Salesforce for two-way client data sync.
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Contact vs. Household in PreciseFP
What’s the difference between a contact and a household in PreciseFP?
Learn the difference between a contact and a household account in PreciseFP, and how each maps to CRM records.
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Digital Fact Finders for RIAs
What is a digital fact finder for RIAs?
Learn what a digital fact finder is for RIAs and how PreciseFP tailors templates to fiduciary and CRM needs.
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Fact Finders in Financial Planning Software
What Is a Fact Finder in Financial Planning Software?
Learn what a fact finder is in financial planning software and how PreciseFP replaces paper intake forms with a digital, trackable process.
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How RIAs Collect Client Financial Information Digitally
How do RIAs collect client financial information digitally?
See how RIAs collect client financial information digitally, replacing paper intake with PreciseFP’s fact finder tools.
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PreciseFP vs. Paper Fact Finder
How is PreciseFP different from a paper fact finder?
Compare PreciseFP’s digital fact finder to a traditional paper fact finder and see what changes for advisory firms.
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Sending a Fact Finder to a Client
How Do You Send a Fact Finder to a Client?
See how to send a fact finder to a client in PreciseFP, from choosing a template to tracking completion and automatic reminders.
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