We take your firm’s client data-gathering seriously. That’s why we want to make sure that your PreciseFP account and log-ins are set up properly, so that only the appropriate individuals have access to your firm’s data. Whether you’re a firm of one or one-hundred, we’ll take the time to discuss important subjects like: Who controls the data? Who has the authority to customize forms? How are advisors added/removed from my account? And any other questions you may have.
Contact PreciseFP Sales at firstname.lastname@example.org to learn more.