We’ll start with the new AI Template Builder (Beta), which lets you create client-ready forms in seconds by describing what you need. You’ll see how it saves time and makes customization simple!
We’ll also introduce the new PreciseFP interface, featuring refreshed colors and improved readability. Everything you know and use is still in the same place, and you may toggle the new UI on and off.
If you haven’t tried these updates yet, this is your chance to see them in action and tune in for tips!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Ryan George
Chief Marketing Officer, Docupace
