Webinars

Integrated with Wealthbox, PreciseFP engages clients and prospects through customized and personalized online form templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with form templates that focus on their unique needs. Data from Wealthbox pre-fills the templates, so clients have less work. Also, data flows to Wealthbox, eliminating the need for data entry by staff. Wealthbox® is a web-based CRM for financial advisors to keep connected to clients and prospects with ease.

PreciseFP is the leading client profile builder and data gathering tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific templates that solicit feedback from clients and prospects on topics that resonate with them. Use our library of templates created by industry experts, or design your own templates for the unique needs of your clients and prospects. PreciseFP allows you to meet the KYC and Suitability obligations while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)

Update client information in real time. When it’s time to collect and review data, just send new forms to your clients. We pre-fill them with the data that was previously provided, so there’s less work for your clients. An audit trail logs all entries and changes.

PreciseFP is the leading client profile builder and data gathering tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific templates that solicit feedback from clients and prospects on topics that resonate with them. Use our library of templates created by industry experts, or design your own templates for the unique needs of your clients and prospects. PreciseFP allows you to meet the KYC and Suitability obligations while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)

Maximize retention rates by being relevant. We help you stay connected with clients year-round to ensure customer satisfaction and loyalty. Better than newsletters or emails (which are passive), PreciseFP engagement pieces ACTIVELY solicit client feedback on topics that matter most to them. That's real ENGAGEMENT! And engagement is how you remain relevant and top-of-mind to clients.

PreciseFP is the leading client profile builder and data gathering tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific templates that solicit feedback from clients and prospects on topics that resonate with them. Use our library of templates created by industry experts, or design your own templates for the unique needs of your clients and prospects. PreciseFP allows you to meet the KYC and Suitability obligations while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)

Capture leads with a couple clicks. You can easily create a button, banner or screen bar for your website (we provide the code) and link it to marketing content to help you engage prospects and win new clients. You can use lead magnets from our digital Template Library, including our scientifically-validated risk tolerance questionnaire, to get a foot in the door and get a conversation going quickly.

PreciseFP is the leading client profile builder and data gathering tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific templates that solicit feedback from clients and prospects on topics that resonate with them. Use our library of templates created by industry experts, or design your own templates for the unique needs of your clients and prospects. PreciseFP allows you to meet the KYC and Suitability obligations while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)

Creating new accounts is super easy. Send your new clients appropriate documentation or a proposal generation agreement from the Template Library and use our e-Signature feature to have them sign-off on it.

Everyone needs and deserves a quality financial plan. With MoneyGuidePro and PreciseFP, providing quality plans has never been easier. Clients and prospects become engaged through customized and personalized online templates that advisors now create in minutes using PreciseFP. Instead of sending long, generic questionnaires, impress and engage clients with templates that focus on their unique needs. Data flows to MoneyGuidePro, eliminating the need for data entry by staff. PreciseFP [Watch this 1 min video]: https://youtu.be/Xq3qWXRGWBo A complete list of features can be found at https://precisefp.com/features/. MoneyGuidePro makes financial planning powerful, profitable and easy. MoneyGuidePro’s powerful planning tools, Social Security maximizer, tech integration and account aggregation help create better plans for more clients in less time.