February 9, 2009

Exciting News: Release of PreciseFP v 1.2

PreciseFP, a non-proprietary online client questionnaire designed by Spectrum Input, LLC, is revolutionizing the financial planning industry by improving the client data collection process.

Alpharetta, GA February 9, 2009 – Now more than ever, financial planners are looking for ways to increase efficiency in their financial planning practices. It is with great pleasure that we announce our latest release of PreciseFP, which contains many new features that allow advisors to serve more clients more efficiently, while creating an enhanced image of professionalism and sophistication.

In this version 1.2 release, several enhancements and new features were added to make the advisor’s job easier. Our latest integration with MoneyGuidePro allows advisors to import client-provided data into a total of four key software applications. Additionally, enhancements made to the Advisor Dashboard allow advisors to more easily track client submissions, retrieve previously-submitted questionnaires, and seamlessly export client data to several external applications.

An improved Advisor Dashboard to “get the job done” with ease

Version 1.2 focuses on empowering advisors with the tools they need to access client data, process it, and start the planning process in record time.  “We again listened to feedback from our users in redesigning the Dashboard’s interface”, said Don Whalen, CFP® and co-founder of Spectrum Input. “Now, the advisor receives alerts reminding him to export data to relevant applications.  He can also effortlessly view a questionnaire’s history and access the most current questionnaire, or any historical ‘snap shot’, of a client’s financial data”.  Among the many useful newly-added information panels is the export history panel.  Here, you can see what was exported when and to which application.  And if there is a more current submission from a client, the alerts panel will notify the advisor that he may be working with out-of-date data in whatever external application he uses.  When it comes to exporting data, whether for the first time or at the time of a plan update, this can then be accomplished in a matter of seconds.

Four integrations means even less data entry for you

Advisors can export data gathered from the client to Microsoft Outlook Contacts, Microsoft Outlook Business Contact Manager, MoneyTree Software, and now MoneyGuidePro.  “We worked very hard with MoneyGuidePro’s development team to develop a very key integration with their award-winning financial planning software”, said Sebastian Skwarek, Adobe® Solutions Integrator and co-founder of Spectrum Input.  “The integration is truly seamless.  With a click of a button, the advisor is brought to MoneyGuidePro’s online application, where fields are already populated and ready to be used in creating a financial plan.  It just doesn’t get any easier than that”, added Skwarek. 

By extending the reach of client-provided data, PreciseFP allows advisors to shorten the amount of time it takes to create financial plans and perform other administrative-related tasks such as establishing and maintaining client contact information.