PreciseFP Reviews

PreciseFP Description

It's as easy as sending an email to engage your clients and capture their information. After they are done, you can export their data to your CRM and Financial Planning tool with a click. Every client is different and you need to be able to deal with any situation, simple or complex. You can create your own engagement templates to customize the experience for your clients. Our goal is to save you both time AND money. We integrate with your most used tools and offer features to replace services that you don't use. We continually improve on what we have learned, and we continue learning from our advisors about what we can do better. PreciseFP will be the first experience clients have with their new advisor. We are grateful for this honor. Our latest version is faster, easier, and more customizable than ever.