Support and Training Included with PreciseFP

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 Sessions (30 minutes)
  • Two (2) — Troubleshooting Sessions (30 minutes each)

Unless stated otherwise in their contract, our Enterprise Clients will receive a total of two hours of dedicated support training, conducted in 30-minute sessions, with an onboarding expert specially trained to help you make the most of PreciseFP right away. 

Always-Free, Ongoing Support

We also provide a range of resources you can access any time for self-guided support: 

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.

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.