Webinars

PreciseFP is the leading client profile builder and form template 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 DOL/Best Interest Standards 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.

PreciseFP is the leading client profile builder and form template 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 DOL/Best Interest Standards 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!).

Gather, store and securely distribute client information online. The data is securely stored in the system and can be electronically transferred between your CRM and countless other software products, flowing directly into a financial plan or account opening process.

Join us for our "Efficient Practice Webinar Series" where we discuss some of the best practices when using any of our integration partners.

PreciseFP is the leading client profile builder and form template 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 DOL/Best Interest Standards 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!).

Collegiate Funding Solutions & PreciseFP Put these two top performers together and you have a one-of-a-kind team! Collegiate Funding Solutions - The premier provider of college-planning solutions for financial advisors, helping them help families save ON and not just for the cost of a college education. PreciseFP - The industry leading client engagement and data gathering tool used by financial advisors. Now that CFS is an integration partner with PreciseFP you can capitalize on the unique value and features of both, with amplified benefits for your clients and your business. Join Courtney Peek of PreciseFP and Roger Lorelle of Collegiate Funding Solutions for a 45-minute overview and demo of this very synergistic collaboration. You'll learn how you can leverage this new integration partnership to: * Capture new prospects with an urgent and immediate need * Deliver new value-added services to clients with college-bound children and grandchildren * Deepen client relationships * Generate more revenue * Grow your business

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 form template 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 DOL/Best Interest Standards 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. Customizable email templates allow you to personalize messaging to focus on what matters to them.