“Take
PreciseFP ™ for a FREE
2-week test drive!”
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Laser App Integration Added! Laser App is the leading provider of form filling technology... more
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| Redtail Integration Added! Redtail, a web-based CRM application used by thousands of sophisticated advisors now imports...
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| MoneyGuidePro Integration Added! Award-winning MoneyGuidePro now accepts data from PreciseFP in an entirely...
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"...[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out." - Joel Bruckenstein - Applied Technology for Financial Professionals Expert.
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| "... a
simple and convenient tool, this product
is right on the mark.! -
Steven Wykoff - Mersereau & Lazenby,
L.L.C. more
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PreciseFP™ - is an intelligent, customizable, online questionnaire that allows clients and prospects to provide data to you, their financial planner, in the most fast, easy, and efficient manner, freeing you to do what you get paid for - Financial Planning! Beyond making you look more professional, thanks to a user-friendly web-based interface, PreciseFP saves you time by allowing you to export important client data to other applications you already use like CRMs and financial planning applications! |
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Did You Know? |
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By using PreciseFP, on average, advisors save $852.00 and 4hrs 15mins
per submitted questionnaire. |
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