PreciseFP now supports select Fidelity custodial PDF templates, making it easier to manage form generation and pre-fill client data all in one place.
In this session, we’ll walk through how to:
- Pull clean, structured data from your CRM
- Use the eMoney-optimized engagement to collect missing details
- Locate and install Fidelity templates from the PDF library
- Prefill, engage and securely send to clients
Whether you already work with Fidelity or are exploring new custodial options, this is a great opportunity to see how PreciseFP can simplify the paperwork experience while helping you maintain accuracy and compliance.
Register now to attend live or receive the recording in your inbox.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Richard Thoeny
EVP Product Strategy, PreciseFP
