Support and Training is Included with PreciseFP
Because Tools Are Only Helpful if Your Financial Planning Firm Has the Knowledge They Need to Use Them
We Train Your Financial Planning Firm
To help your team make the most of your investment in PreciseFP, we include the following virtual training sessions at no extra charge:
- One (1) — Introduction to PreciseFP Demo (30 minutes)
- One (1) — Success Coaching Session (30 minutes)
- One (1) — Implementation Session (30 minutes)
- Two (2) — Troubleshooting Sessions (30 minutes each)
Unless otherwise stated in their contract, Enterprise clients follow a train-the-trainer onboarding model. Under this approach, designated firm representatives are trained by a PreciseFP onboarding expert and are then responsible for enabling their internal teams.
Always-Free, Ongoing Support
We also provide a range of resources you can access any time for self-guided support:
- Knowledge Base Articles: Training Documentation and Complete Feature Guides
- A Library of How-to Videos on YouTube
- PreciseFP Webinars Featuring Subject Matter Experts
Plus, the team is here to answer your questions via chat or email Monday-Friday 9am-6pm eastern time. Just click the icon in the lower-right corner of your screen.
