Discover Why Financial Advisors Rave about PreciseFP
Spend More Time Building Client Relationships and Less on Administrative Tasks with PreciseFP
As a financial advisor, your focus should be on nurturing client relationships and driving business growth—not getting lost in endless data entry. PreciseFP, a tool tailored specifically for advisors by advisors, is here to jumpstart your prospect process and push that good, clean data to your software.
You’re in luck! As an esteemed LPL affinity partner, we’re rolling out the red carpet with an exclusive offer just for you. Use code PromoLPL at checkout to unlock your special discount.
Integrate PreciseFP with the Financial Planning Software and Client Management Systems You Trust
PreciseFP easily integrates with the financial planning software and client management tools you already love. Your data stays fresh with every client interaction and updates automatically across all your platforms. Discover how PreciseFP integrates into your LPL-specific tech stack below.
Top Financial Advisors Choose PreciseFP
With a high satisfaction rating and ease of implementation, our platform delivers the data you need faster to achieve outstanding results.
See why PreciseFP is a leader on G2, boasting a 96% satisfaction rating and a 92% likelihood to recommend from financial advisors. Don’t just take our word for it—experience it firsthand!
For Financial Advisors by Financial Advisors
Efficiency, security, and engagement—all in one place.
Data elements that didn’t have to be manually captured or rekeyed
Financial planning hours saved
Practice management dollars saved
KYC Compliance, Easily
Collect and automatically maintain all the data you need to be compliant with the Know-Your-Client (KYC) rule.
Emails That Look Like Your Own:
Customize messages you send to clients at the template and engagement level. Even use macros to make content specific to each recipient.
Mobile Accessibility Automatically
Access client data and manage communications on the go, ensuring you’re always connected and responsive.
Enhanced Client Communications
Utilize our suite of customizable templates to maintain consistent, personalized contact with clients.
Effortless Data Integration
Automatically sync client information across platforms, reducing errors and saving time.
Exclusive Resources for LPL Advisors
Want more? Check out our exclusive LPL resources. We’ve got you covered.
Don’t forget to enter PromoLPL at checkout!
Why Choose PreciseFP?
Time Efficiency
Advisors report saving hours each week, translating to more time for strategic client engagement.
Client Satisfaction
Accurate data handling and improved communication increases client trust and satisfaction.
Business Growth
Streamline your operations to focus on expanding your client base and services.
