WealthTech Today Podcast Mentions PreciseFP

Ep. 236: April WealthTech News of the WealthTech Today Podcast with Craig Iskowitz discusses the recent integration between PreciseFP and FP Alpha. 

Click here to listen to the full episode. 

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.