
PreciseFP
@PreciseFP
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Following
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PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Holmdel, New Jersey
Joined June 2009
"This is the best money we've spent on tech." Andy Pike, Founder of Quo Vadis explains how our platform saves his team hours of work EVERY week. Watch the full webinar here: . #UserSpotlight #WealthTech
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NIGO rates can bog down any new account opening process. Find out how to combat common errors in this clip. Then watch the on-demand webinar with #PreciseFP & #BentoEngine for more. #wealthmanagement
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Imagine being in a client meeting, no note-taking, no toggling between systems, just a real, present conversation. Join us for a live demo on Thursday, May 1st and see how you can go from conversation to plan, effortlessly with #FinMateAI & #PreciseFP
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Remember when data meant endless Excel sheets? At PreciseFP, we've transformed manual work into effortless, one-click integration. Watch the webinar to learn how: #DataIntegration #ClientSuccess
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The best of both worlds. #QuoVadisFinancial blends digital efficiency with personal client relationships using #PreciseFP’s hybrid approach. Find out how they streamlined processes while keeping the human touch. Read more:
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Excited to announce our new integration with #FinMateAI 🎉 This integration allows financial advisors to effortlessly go from a discovery conversation to a generated financial plan.
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Embrace the digital era in finance! Our whitepaper delves into the shift from pen-and-paper processes to digital e-signatures. It’s a move that changed the industry for good. #wealthmanagement #wealthtech
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Join PreciseFP, #AdvisorDigital, and several of Advisor Digital’s clients tomorrow, April 3 at 11 am central for a live webinar to learn how they leverage Advisor Digital’s custom configuration of #PreciseFP. Register Now!
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Your CRM is a wealth of insightful data. Find out how to surface the most actionable pieces automatically with technology that’s easy to use. Watch this on-demand webinar with @PreciseFP & @BentoEngine for more. #wealthmanagement #wealthtech
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“The swiss army knife of all my technology” is how Eric J. Negron, thinks of #PreciseFP. Do YOU want to say goodbye to hours spent manually filling out paperwork each time a client profile needs to be changed?
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