July 28th, 2010

2 New Exciting Integrations: Redtail and Laser App

PreciseFP, a non-proprietary online client questionnaire designed by Spectrum Input, LLC, announces two additional integrations with industry heavyweights Redtail and Laser App.

Alpharetta, GA July 28th, 2010 – With a rapidly growing list of integration partners, PreciseFP allows advisors to be efficient at a process that their clients view as more important than ever: Financial Planning. Leading advisors across the country have, for some time now, enjoyed integrations with MoneyGuidePro and MoneyTree, two of the leading financial planning applications used by independent and institutional advisors alike.  These integrations allow advisors to leverage the initial data-gathering effort made by clients and prospects and, with a simple click of a button, be able to instantly populate both applications, thereby avoiding tedious manual data entry by the advisor or the advisor’s assistant. Additionally, the client has access to a user-friendly, intuitive interface that makes the entire process much more enjoyable for the client, virtually guaranteeing a higher degree of client participation.

Redtail, an award-winning web-based CRM for financial professionals now accepts data from PreciseFP

“Many financial professionals view the CRM as the hub of their practice” says Don Whalen, CFP®, co-founder of Spectrum Input, makers of PreciseFP.  “Now the advisor can add client, spouse, and family members’ details to Redtail with the click of a button.  Redtail also captures all assets, insurance policies, and liabilities so that authorized users can access that information at any time, anywhere”, says Whalen.

Redtail marks the second CRM-related integration for PreciseFP and its first industry-specific CRM integration.

Laser App, the leader in form filling software now imports client data from PreciseFP, resulting in fewer errors and a faster flow of assets to the advisor

Laser App Software creates products that combine state-of-the-art form filling technology with a massive library of industry-related forms. The Laser App solution virtually eliminates the need for advisors to manually enter data into custodial and b/d forms every time a new account is opened or a transfer of assets is initiated.

“This integration makes both of our companies’ offerings even stronger” says Whalen.  “By allowing clients and prospects to provide key data elements that are needed in many commonly-used custodial forms, the advisor can eliminate tedious data entry and reduce the chances for errors to occur.  It’s all about making the advisor’s life easier and avoiding duplication of effort.  It also results in getting forms filled out faster so that assets can start flowing quicker”, Whalen adds.

The Laser App integration allows information such as addresses, dates of birth, driver’s license info, and even beneficiary information to flow through to the forms that require this data so that accounts can be opened and assets transferred to the advisor with fewer delays.