Webinars

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.

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!)

Onboard new clients fast. Automate your fact finding and data gathering process, and spare your clients the dread of paperwork. Clients are able to enter their information on any device, anywhere at any time to create a KYC compliant Investor Profile.