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Unleashing the Power Duo: Supercharging Advisor Efficiency with Docupace and PreciseFP Integration

Say goodbye to delays caused by "Not In Good Order" (NIGO) documents. With PreciseFP, you can build validated and...

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Reduce, Reuse, Recycle — The Three R’s of Client Onboarding

Client onboarding means different things to different people. To some, it means getting agreements signed, accounts opened, and assets...

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How to Effortlessly Increase Client Touch Points

Covid taught us a lot of things, not the least of which is that humans need to stay connected,...

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38% of Advisors Surveyed Use PreciseFP

We don't like to brag, but... Who am I kidding, we love to brag! Actually, the recently released Kitces Report: The Technology That...

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3 New (FREE) Templates Added!

We're excited to announce the addition of three new templates that were requested by advisors. You can copy them...

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Is Inflation Affecting Your CRM?

What a strange question. The answer as to whether inflation is having an impact on anything these days, including the use...

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Docupace Acquires Award-Winning Client Onboarding Provider PreciseFP

It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace....

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[Press Release] – PreciseFP Launches v6.0, Empowering Advisors to Engage Clients Remotely with Greater Onboarding Automation

PreciseFP, a client engagement and onboarding tool, announces its v6.0 release, building on its popular platform used by thousands...

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9 Best Practices around Client Engagement and Data Gathering

I’d like to talk to you today about one of the most important, yet probably one of the most...

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17 Reasons Why PreciseFP is Better Than a Portal

We often get compared to a portal for financial advisors. For the record, we’re not offended by the comparison,...

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We’ve Got Something to Tail You

There isn’t a day that goes by at PreciseFP where somebody doesn’t ask us this: “Can I put a...

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[Press Release] – New Integration with AdvicePay

PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing...

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FREE: RTQ + IPS + e-Signature

Most advisors use PreciseFP to lessen the burden of data-gathering. It makes engaging with clients easier and gets the...

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New Integrations with Asset-Map and Blueleaf

PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while...

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