See it in action Register for a live webinar or watch a recording on demand. E-Signature for Service Agreements and More 25 mins PreciseFP 101: Streamline Data Gathering & Client Engagement 1 hour Integration Spotlight Webinar: Redtail CRM 1 hour KYC & Compliance 15 mins PreciseFP 101: Streamline Data Gathering & Client Engagement 1 hour Integration Spotlight: Practifi 1 hour Workflow Automation 20 mins PreciseFP 101: Streamline Data Gathering & Client Engagement 1 hour Lead Generation and "Freemiums" 30 mins PreciseFP 101: Streamline Data Gathering & Client Engagement 1 hour Estate Planning: Help Clients Get Organized w/ PreciseFP 1 hour Fact Finders 30 mins
