Top 5 Templates Advisors Use

Over the years, we’ve expanded our Template Library to help advisors run more efficient practices and offer better client experiences. I thought that this week I’d share with you the top 5 PreciseFP templates we’re seeing advisors install and use. So here they are!

Remember, all of these templates are customizable, so you can make them unique to your firm. And, as always, you can create your own templates from scratch using the PreciseFP Template Editor.

Whether it’s creating a streamlined data-gathering process, or creating your own robo-like onboarding experience, PreciseFP has got you covered.

Don Whalen, CFP, CEO

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